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  1. Contacts - Bulk Archive option if inactive for an extended time

    40 votes

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    submitted  ·  11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Emily Wiseman commented  · 

    We are a charity rescue and most ‘customers’ are adopters and only have 1 transaction with us. We are mostly online payments now but have 10 years or adopters data we need to archive. This is essential will privacy becoming more focused on than ever.

    Surely you have something in place for your UK and Europe customers

    Emily Wiseman supported this idea  · 

  2. User Role - Restrict access to individual bank accounts

    604 votes

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    312 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    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.

    Emily Wiseman supported this idea  ·