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6 results found

  1. User Permissions - Access to reconcile without viewing balances

    345 votes

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    97 comments  ·  Users & setup » User permissions  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.

    We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.

    As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.

    Lüzahndi Louw supported this idea  · 

  2. User Role - Invoice Only + View Reports

    202 votes

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    94 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we’ve begun rolling out our new Reporting permissions, marking a major shift toward more flexible, configurable roles in Xero.

    You’ll soon be able to grant Invoice only Sales or Purchase users access to specific operational reports without exposing access to all of the organisation's reports.

    We’re currently in a phased release and expect these changes to be available to all users over the coming weeks.

    I’ll swing back again to confirm once these changes are live to all users.

    Lüzahndi Louw supported this idea  · 

  3. User Role | Invoice Only Users: Ability to remove and amend invoice amounts

    20 votes

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    submitted  ·  6 comments  ·  Users & setup » User permissions  ·  Admin →
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    Lüzahndi Louw supported this idea  · 

  4. User Role - Restrict access to individual bank accounts

    681 votes

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    359 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.

    We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.

    We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.

    We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.

    As development continues we’ll share further updates as soon as they’re available with you all here.

    Thank you for…

    Lüzahndi Louw supported this idea  · 

  5. Permission - Ability to choose either or both Sales, PO, quotes and Invoice for Invoice Only user

    50 votes

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    submitted  ·  10 comments  ·  Users & setup » User permissions  ·  Admin →
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    Lüzahndi Louw commented  · 

    Urgently in need that the Invoice Only user can do Sales (Quoting and invoicing) as well as Purchases (purchase orders) - not able to see bills.

    Lüzahndi Louw supported this idea  · 

  6. User role permission: Invoice Only Purchases - Assign user to see bills paid

    40 votes

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    submitted  ·  2 comments  ·  Users & setup » User permissions  ·  Admin →
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    Lüzahndi Louw supported this idea  ·