Settings and activity
2 results found
-
606 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.
An error occurred while saving the comment 
Terence Peters
supported this idea
·
-
168 votes
An error occurred while saving the comment Terence Peters
commented
sometimes I have overdue invoices, then I put a client on hold until paid. I shouldn't have to recheck when the invoices are paid, just set an email notificaiton to myself when it gets paid to reinstate that customer.
also, sometimes I make customers pay upfront, so I give them this invoice, but if I could notify myself by email once paid, I could get that job organized. Otherwise it would just get paid by my accounts team and not notify the service team.
Terence Peters
supported this idea
·
It is insane this isn't already available. I have staff who I want to process client payments so they need to be able to see the client facing incoming EFT account , however, I don't want them seeing expenses / outgoing wages / retained earnings.