Settings and activity
7 results found
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136 votes
Hi Community! Thanks for your active and on-going participation in this idea. The volume of comments and votes highlights how important more granular user permissions are for managing your payroll processes effectively.
Improving user permissions and providing greater control over sensitive data is a key area of focus for us. While we have no specific feature to announce today, your feedback is critical in shaping the future of this part of Xero.
Because of the clear need you've all highlighted and our desire to investigate this further, we're moving this idea's status to In Discovery.
During the discovery phase, our product team will be digging deeper into the core problems you’ve raised.
We appreciate your patience as we explore this. We'll be sure to update this thread when we have more to share. Thank you again for helping us understand what matters most to you.
An error occurred while saving the comment 
Lisa Lenne
supported this idea
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35 votes
An error occurred while saving the comment Lisa Lenne
commented
I agree, I just received 2 authorisations for staff I have no idea what they are doing in a clients business.
Lisa Lenne
supported this idea
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210 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
An error occurred while saving the comment Lisa Lenne
commented
When there are 2 businesses run from within the Xero organisation (Trust) all settings are set for Branding themes, however the customised email to client when opened shows the Organisation name as well as the Invoice Trading Name. This is super confusing and the organisation name is the name that imports to their accounting records, not the Trading name on the Invoice.
Have requested previously and again today asked to put it here by support as there is no fix.
I fear I will be retired when this eventually gets looked at as I have now been dealing with this for 11 years!Lisa Lenne
supported this idea
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67 votes
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606 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
An error occurred while saving the comment Lisa Lenne
commented
There is nothing Beautiful about not listening. This issue of user access to bank accounts has been an issue well before you changed the name of this to product ideas and deleted all of the original ones 10years ago. If I want staff to use Projects for Jobs and costing I have to let them see my Bank rec screen. Makes no sense as they don't need that to cost a job and enter invoices.
Lisa Lenne
supported this idea
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181 votes
Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in…
An error occurred while saving the comment Lisa Lenne
commented
Description is there for a reason. Why would Xero post a Contact as a Description?
These types of decisions on reports like this definitely question the ability for the designer to grasp what is required here.
When did description mean Contact?
Why input a Description if you are going to omit it in the critical reporting?
Beyond belief.Contact = Contact
Description = DescriptionLisa Lenne
supported this idea
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26 votes
An error occurred while saving the comment Lisa Lenne
commented
Find and Recode Descriptions.
Client repetitively inputs the wrong description,asking the coding look incorrect. It would be awesome to be able to fix the description on these repetitive transactions.
Seems we can change almost everything except that. Please add this to find and recode. Thanks
Lisa Lenne
supported this idea
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So the survey has nothing to do with user rolls.
Why would Payroll reports not be an option for users roles?
A client was advised to allow read only for DD purposes only read only will give no access to the required payroll reporting.
This should be an option to tick if required. User rolls have always been an issue within xero and I have seen no change in over 10 years. Yet we have a stupid bot.
Xero please prioritise industry specific requirements. You don' t need a separate survey, this doesn't even allow you to comment what you want! Please we have been screaming out for user changes for years.