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556 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
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Matt Heaven
supported this idea
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7 votesMatt Heaven
supported this idea
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138 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
shared this idea
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31 votes
An error occurred while saving the comment Matt Heaven
commented
Better than using some gobblydegook imported from the bank.
Matt Heaven
supported this idea
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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.