Settings and activity
3 results found
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449 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Libby Gaynor
supported this idea
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An error occurred while saving the comment -
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…
Libby Gaynor
supported this idea
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An error occurred while saving the comment Libby Gaynor
commented
We should be able to choose if a user that has invoices and purchase access also has access to the Items reports, sales reports and purchases reports. It is useless having such extreme difference between standard and basic access. Business owners do not want everyone seeing their bank account balance and their Profit and loss and balance sheet.
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303 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Libby Gaynor
supported this idea
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Business Director Now has to do the work for her staff. Absolutely ridiculous.
I have a very unhappy client that I converted recently. All of her staff need to use report for Sales and purchases. But not Bank account, GL, P & L and Balance sheet. She rightly considers this to be confidential areas of the business.
Now she has a bigger work load because she has to send the reports to her staff in excel format. Then when they make updates to the excel sheets she then has to upload it to Xero. This has put more strain on her with work load which is absolutely ridiculous.