Settings and activity
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600 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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Matt Heaven
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7 votesMatt Heaven
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144 votes
An error occurred while saving the comment Matt Heaven
commented
I have a fixed asset with many partial payments. It would be good if the payments could be auto merged, rather than having to delete the created asset and update myself every time.
Matt Heaven
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2 votes
An error occurred while saving the comment Matt Heaven
commented
Vicki: I mean sort the bank accounts with unreconciled ones at the top
Matt Heaven
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37 votes
An error occurred while saving the comment Matt Heaven
commented
Better than using some gobblydegook imported from the bank.
Matt Heaven
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Maybe Xero wants you to set up another Xero account for the bank account you want to be separate, but they won't say that. That is a solution that costs money, but may be worth it to some.