Settings and activity
3 results found
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35 votes
An error occurred while saving the comment 
Tania McGregor
supported this idea
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455 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
Tania McGregor
supported this idea
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An error occurred while saving the comment Tania McGregor
commented
We have a number of users who only have access to invoice and receive payments, however, when receipting a payment in the 'Paid To' field they get all options available including bank accounts, liabilities etc
Is there a way to restrict or filter the 'Paid To' options for Users based on their User Access.
As an example I would like the options for these Users to be EFTPOS, AMEX and CASH only. -
605 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 Tania McGregor
commented
Basic Users who can issue invoices have access to all available options in the 'Paid To' field when receipting invoices.
It would be great to be able to set what 'Pay To' options are permitted for each User Group.
Tania McGregor
supported this idea
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This will reduce the error rates when I have multiple users accepting payments