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  1. User Role - Restrict access to specific Settings

    295 votes

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    182 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As 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.
    We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will 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…

    Rochelle Sowman supported this idea  · 
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    Rochelle Sowman commented  · 

    We need our receptionist who has invoice only + approve & pay user to be able to create batch payments and export the payment file and send remittance to clients.
    At the moment it is super messy as she is able to enter invoices etc then pass them onto me to have to create batch payments export the file drag it into the bank and pay.

    We would like her to still have the invoice only + approve & pay user as we do not need her to see our bank accounts.
    I have set her up in our bank and she has access to transact an imported file but she can not see our accounts and she can not authorize the payment.

    Was so much easier when batch payments went directly to the bank (she was able to do that!) I would just have to authorize the payment.

    Hopefully this can get sorted soon!

  2. NZ Payroll: Set number of pay cycles for recurring payroll deductions

    14 votes

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    submitted  ·  8 comments  ·  For small businesses » Payroll  ·  Admin →
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    Rochelle Sowman commented  · 

    I agree, our employees purchase tools and to track these manually is a real pain.
    We had this feature when we were with MYOB and it worked so well and the employees could also see how much they have left owing.

    Rochelle Sowman supported this idea  ·