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  1. Customer Statement - Attach additional documents

    20 votes

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    submitted  ·  5 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Nicolene Horowitz supported this idea  · 

  2. User Role - Restrict access to individual bank accounts

    646 votes

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    339 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…

    Nicolene Horowitz supported this idea  · 

  3. Reports - Customisable layout for PDF reports

    21 votes

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    7 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate interest in being able to create more customised layouts when it comes to the styling of the PDF's of your reports.

    Being upfront this isn't a feature we have immediate plans around but we'd like to keep tracking the interest from community around, through this idea.

    Nicolene Horowitz supported this idea  · 
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    Nicolene Horowitz commented  · 

    Multiple Report Styles

    It would be great to have multiple report styles for reporting where different logos and different names can be added for reporting. For example we have 2 companies using the same Xero HQ where one company does the accounting work and the other company compiles the reports so we need to publish reports with 2 different report styles and logos.

    Thanks