Settings and activity

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1. Xero HQ - Transfer/copy reports between practices & organisations

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   submitted  ·  52 comments  ·  For accountants & bookkeepers  ·  delete…  ·  Admin →
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   Craig Van Niekerk commented  ·  15 January, 2024  ·  Edit…  ·  delete…

   This would be a great time saving function, should you be able to make it work. Good Luck

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   Craig Van Niekerk supported this idea  ·  15 January, 2024

2. User Role - Allow users access to specific reports

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   111 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   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 July 2023. Once that’s done, they look forward to pointing more attention to reporting user roles and updating this thread with their progress.

   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… more

   Craig Van Niekerk supported this idea  ·  25 July, 2023