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5 results found

  1. User Role - Restrict access to individual bank accounts

    648 votes

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    343 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…

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    Matt Heaven commented  · 

    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.

    Matt Heaven supported this idea  · 

  2. Fixed Assets - Create as Draft if recoded from other accounts

    7 votes

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    submitted  ·  1 comment  ·  Reports & tax » Fixed Assets  ·  Admin →
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    Matt Heaven supported this idea  · 

  3. Fixed Assets - Ability to include additions to existing assets

    153 votes

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    submitted  ·  28 comments  ·  Reports & tax » Fixed Assets  ·  Admin →
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    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 supported this idea  · 

  4. Bank Accounts page - Filter bank accounts by unreconciled

    2 votes

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    submitted  ·  2 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Matt Heaven commented  · 

    Vicki: I mean sort the bank accounts with unreconciled ones at the top

    Matt Heaven shared this idea  · 

  5. Bank Rules - Set Reference to Custom Text

    39 votes

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    24 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we appreciate the interest this idea is slowly gaining we want to be open that this isn't a feature planned for the time being.

    We will continue to get a sense of the interest from the community around this and share if there are any changes to update you of.

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    Matt Heaven commented  · 

    Better than using some gobblydegook imported from the bank.

    Matt Heaven supported this idea  ·