Settings and activity
4 results found
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598 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
Rochelle Sowman
supported this idea
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300 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 😊)
Rochelle Sowman
supported this idea
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454 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…
Rochelle Sowman
supported this idea
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An error occurred while saving the comment -
29 votes
An error occurred while saving the comment 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
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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!