Settings and activity
3 results found
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632 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.
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Julie Cawood
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203 votesJulie Cawood
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An error occurred while saving the comment Julie Cawood
commented
Come on Xero! This is a basic function of accounting software. The times I have suppliers querying my remittances as invoice and credit allocations are crucial to running an accurate ledger. Where credits are used to part pay invoices, their allocation must be visible to everyone.
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507 votes
An error occurred while saving the comment Julie Cawood
commented
We deal with a lot of parts suppliers who invoice upon dispatch. Sometimes they send the wrong or faulty item but will only release a credit note once the goods are returned. We have a huge purchase ledger so being able to flag up this status, saves the invoice being swept into the next bacs run, which is really important! It just shows that software people are not finance people!
Julie Cawood
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We have just moved our sales ledger over to Xero from a stand alone system and dismayed that our credit control team cannot have singular access to the one receivable bank account without granting overall permission to view other areas of sensitive financial information and other bank accounts.
Xero - stop trying to add the bells and whistles before getting the basics fit for purpose.