Settings and activity
3 results found
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131 votes
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607 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
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Wynne Tan
commented
We are reaching out to seek clarification and assistance regarding the governance of user settings within our Xero system.
Restricting user access in Xero is essential for data security, ensuring compliance with regulations and protecting sensitive financial information. It allows organizations to align access with specific roles, minimizing risks of unauthorized exposure. This control is especially important when collaborating with external auditors, enabling them to work effectively without compromising sensitive data like bank balances. Proper access management also supports audit readiness by creating clear trails and demonstrating robust user permission controls.Wynne Tan
supported this idea
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456 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…
An error occurred while saving the comment Wynne Tan
commented
We are reaching out to seek clarification and assistance regarding the governance of user settings within our Xero system.
Restricting user access in Xero is essential for data security, ensuring compliance with regulations and protecting sensitive financial information. It allows organizations to align access with specific roles, minimizing risks of unauthorized exposure. This control is especially important when collaborating with external auditors, enabling them to work effectively without compromising sensitive data like bank balances. Proper access management also supports audit readiness by creating clear trails and demonstrating robust user permission controls.Wynne Tan
supported this idea
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Prepayment functionality for foreign currency transactions is crucial, especially for multinational corporation. MNCs frequently deal with foreign suppliers and customers, making prepayments a common practice for securing goods or services. Without proper prepayment support in Xero for foreign currencies, it becomes challenging.