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  1. XPM - Apply Access Restrictions to Client tab

    53 votes

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    25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    We understand the varying levels of access different staff need can differ client-to-client.

    With the new client and staff permissions that'll be coming soon through the Xero Partner Hub, you'll get more control and granularity to assigning staff permissions to clients.

    Find out more about the Xero Partner Hub on our website. Its live now for UK practices and will be coming to all other partners toward the end of this year. We'll keep you in the loop as it goes live, here.

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    Felicia Romano commented  · 

    Does anyone have ideas on a work around for this? Or how they currently approach with the limitations? Ideally staff would only have access to and see the clients they are working on or a subset of the full client list. Seems crazy that this functionality is not available.

    Felicia Romano supported this idea  · 

  2. Xero Expense - Assign Approver for multiple submitters

    282 votes

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    110 comments  ·  For small businesses » Business features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.

    Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.

    Felicia Romano supported this idea  ·