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  1. User Permissions - Access to reconcile without viewing balances

    281 votes

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    78 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here

    With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.

    User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…

    Jessica Hall supported this idea  · 

  2. Timesheet - Payroll Access

    3 votes

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    0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jessica Hall supported this idea  · 

  3. Email Settings - Ability to have separate reply-to email address

    324 votes

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    78 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.

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    Jessica Hall commented  · 

    Please make this happen ASAP.

    We have different users who are in charge of invoicing, creating quotes etc and sometimes we want the replies to go to a central email address.

    But a few users are only doing certain invoices and PO's and we need the replies to go back direct to the logged in user so they can action any replies. This is important with time critical jobs or invoices that need to be actioned by a specific user.

    Each time a user updates the settings, it changes it for everyone and some users are then not receiving the reply they are waiting on.

    Jessica Hall supported this idea  ·