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9 results found
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485 votes
Hi Community! 👋
Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.
I look forward to updating you as we make progress 🙂 🙏
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Susan Kings
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24 votesSusan Kings
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55 votesSusan Kings
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314 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Susan Kings
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444 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…Susan Kings
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154 votesSusan Kings
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12 votes
An error occurred while saving the comment Susan Kings
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Yes please fix as it is just another thing to do every time you run a report!!
Susan Kings
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277 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
An error occurred while saving the comment Susan Kings
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People who enter invoices and bills but can't access banks should be able to have permission to see AR and AP reports even if they are not permitted to see other reports
Susan Kings
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38 votes
An error occurred while saving the comment Susan Kings
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We need the ability to copy report layouts from one report type to another. For example I have customised my P&L report by grouping accounts under headings. It would be good to be able to copy the same layout to budgets etc without having to spend time customising the budget report to match.
Susan Kings
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I can't believe the system was set up without the ability to fine tune user roles. As an accountant I recommended Xero to a client, but then the person running AR & AP can't access reports or produce remittance advices without being able to see all bank balances and the whole company financials. Bizarre!! Also this client would like the accounts person to be able to access the Barclaycard and Paypal bank feed, but not the current account and financials. Any chance of this soon?? Thanks Xero!