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  1. 167 votes

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    Joe Fooks commented  · 

    At the moment, within XPM staff permissions, there is either full access for managing invoices (view, edit, create and delete invoices), or nothing. Staff should have access to view previous invoices for tax return preparation, but not necessarily the permission to edit, create or delete invoices. Would like more access granularity for this feature.

    Joe Fooks supported this idea  · 
  2. 97 votes

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    Joe Fooks commented  · 

    Great idea, would love to see more granularity in staff access. Would like this to extend to restriction of editing client bank account details as well if staff have edit access.

    Joe Fooks supported this idea  · 
  3. 133 votes

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    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.

    Joe Fooks supported this idea  · 
  4. 114 votes

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    Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.

    While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂

    Joe Fooks supported this idea  ·