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  1. Lock Dates - Allow old bills/invoices to fall into current accounting period

    73 votes

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    submitted  ·  17 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Craig Gilfoyle supported this idea  · 

  2. User Role - Restrict access to individual bank accounts

    648 votes

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    344 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.

    We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.

    We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.

    We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.

    As development continues we’ll share further updates as soon as they’re available with you all here.

    Thank you for…

    Craig Gilfoyle supported this idea  · 
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    Craig Gilfoyle commented  · 

    Adding my input to this to hopefully find a solution. We have multiple small receipts every day but due to access rights we cannot allow the accounts assistant to post and allocate receipts as this allows access to the bank balance. There should be the possibility to allocate bank receipts to invoices without the ability to see the bank balance.