Settings and activity
4 results found
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646 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 An error occurred while saving the comment 
Celia McKenzie
commented
This is so critical to me that I am going to have to look into another solution. You should be able to do this and the fact that you can't really surprises me.
I want to have a roll where an accounts person can raise sales invoices and bills and reconcile them to one bank account that they can see. However what I don't want is them being able to see payroll or dividends being paid for example.Celia McKenzie
supported this idea
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466 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…
Celia McKenzie
supported this idea
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168 votes
An error occurred while saving the comment Celia McKenzie
commented
We need this too, we have 1000's of repeating invoices each month and our clients are asking for this on the invoices we send, it should be simple.
Celia McKenzie
supported this idea
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156 votes
Hi everyone, there’s been a lot of thoughtful input shared on this idea, and we understand the efficiency and value this could bring for teams working with large or fast-changing contact lists.
While this request is not in the pipeline, that does not mean the need has gone unnoticed.
Your feedback continues to shape how we look at these gaps, and we appreciate you taking the time to explain what this would mean for your workflows.
We know this might not be the outcome many of you were hoping for. This idea will remain open for votes so we can continue to capture support, and we'll make sure to post here if the status changes in future.
An error occurred while saving the comment Celia McKenzie
commented
This is super important in this day and age, please implement asap
Celia McKenzie
supported this idea
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Hugh totally agree with you too, I am stuck doing jobs that I should not be doing because of a system that was not designed with sensible things like this. Xero in just over 12 hours there are already many comments on this just from my comment. You really need to get this sorted asap and also really need to understand that small businesses grow and need features like this urgently.