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5 results found
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302 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…
Paul Kimber
supported this idea
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160 votes
An error occurred while saving the comment Paul Kimber
supported this idea
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88 votes
An error occurred while saving the comment Paul Kimber
commented
This is a basic requirement and should be reasonably straight forward to create.
Paul Kimber
supported this idea
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40 votes
An error occurred while saving the comment Paul Kimber
commented
Xero users that need to process customer quotes/invoices and view customer accounts should NOT have any access to contacts derived from payroll (or any other contacts beyond customers)!!
The same for Xero users that need to be able to process supplier POs and bills. They need to be able to view vendor accounts but they should NOT have access to contacts derived from payroll (or any other contacts beyond vendors)!!
It is insane that there is no security feature (or locking feature) or role distinction existing in Xero to resolve this matter.
Paul Kimber
supported this idea
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550 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.
We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!
Paul Kimber
supported this idea
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I wholly agree with Jason Grant comment December 29, 2023 09:37 in this thread.
The current audit trail & assurance dashboard was once a good starting point.
And while Xero capabilities have grown over the years. It seems the audit/assurance trail side of things has not kept pace.
If I want to check who has pulled what reports and when, there is no information. There isn't even an assurance category called "reports".
If I want to check who has made what changes to an employee's Pay Template (e.g. what was their rate of pay before it was changed), I cannot. I have to review payslips or start looking through payroll reports.
In my opinion, the lack of audit/assurance capabilities in Xero is exacerbated because of the limited options of User Permission levels that exist.
I feel Xero needs to invest time/resources into further developing the audit/assurance aspect of the software.