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436 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…
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8 votes
Hi community, we're currently working on some improvements to the table/grid within new invoicing that'll provide better visibility of details.
While we won't be enabling customers the ability to adjust columns widths yourself, we're making changes that'll condense the view so you can see more at once, such as the full account name. We'll also be shifting some of the detail shown beneath the description into columns of their own for ease of view. I'll come back to share as there's more news.
Andrew Clerihew shared this idea ·
There are confidentiality issues with users being able to access the Bank Account. The Bank Account should be a specific function that can be provisioned to users on an as needs basis.