Settings and activity
3 results found
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53 votes
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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.
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Louise Alexander
commented
What we need is for staff to be able to view their own project budgets without having access to salary information.
This would be a game changer for many of my clients.
Use the accessibility of Xero, but not have it so accessible that members of staff who are bright can access all the information!!
This is a key requirement that clients are facing and at the moment Xero can't deliver, so it's hard for me to recommend Xero
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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…
Louise Alexander
supported this idea
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Given that you have to file CT returns online and Xero does this, it is imperative that final CT returns can be filed online