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39 votes
Xero Ideas at GT
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44 votesXero Ideas at GT
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15 votesXero Ideas at GT
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2 votesXero Ideas at GT
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218 votesXero Ideas at GT
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1 voteXero Ideas at GT
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294 votes
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…An error occurred while saving the comment Xero Ideas at GT
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22 votes
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This is a significant risk issue. Although we ask clients to never invite staff direct to their file, it always happens and we do not have any oversight of this.
Xero Ideas at GT
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2 votesXero Ideas at GT
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8 votes
An error occurred while saving the comment Xero Ideas at GT
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Currently, we waste a lot of time trying to check this information due to the inability to report on this.
We also want the ability to remove these clients from certain reports. Having the ability to restrict access to the tax return, but their information shows on tax reports defeats the purpose of having any restriction.Xero Ideas at GT
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17 votesXero Ideas at GT
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4 votesXero Ideas at GT
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10 votes
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commented
We have many duplicated client names across our offices and this causes a lot of confusion.
Xero Ideas at GT
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37 votes
Hi team, appreciate the detail of the idea and how this would make an impact for you. Currently, we don't have plans for adding the Partnership and Trust distributions sheet into the CTR.
We're going to leave the idea open here and track interest but wanted to share an update for you all atm.
Xero Ideas at GT
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33 votesXero Ideas at GT
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5 votes
An error occurred while saving the comment Xero Ideas at GT
commented
This function is required across all financial reports eg compilation report so we don't have trustee(s), directors(s) etc which looks so unprofessional.
Basic function but is critical if presentation and correct grammar is important to you.Xero Ideas at GT
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20 votesXero Ideas at GT
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7 votesXero Ideas at GT
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141 votesXero Ideas at GT
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347 votesXero Ideas at GT
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Role based security is fundamental to any user based system and is required to properly manage user access efficiently and effectively, particularly when there are hundreds of users.
Because there is no granular user security, we have many users who can access areas they don't need to. This is a risk issue and also creates additional work.
This function is required across all Xero modules including HQ.