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1. User Role - Restrict access to individual bank accounts

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   247 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires. 

   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.  

   Though we might not be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.  

   We'll come back and share on the outcomes of our research and any progress around development of roles in Xero.

   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… more

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   Susan McCraw commented  ·  14 April, 2025  ·  Edit…  ·  delete…

   Being able to choose access just to one bank account and be able to drill down to just certain areas such as invoice approval would be very helpful.

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   Susan McCraw supported this idea  ·  14 April, 2025

2. Bank reconciliation - Import spend & receive money transactions

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   submitted  ·  30 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Susan McCraw commented  ·  14 February, 2025  ·  Edit…  ·  delete…

   Most of the receive money bank transactions we receive; all get posted to the one account and we do not have invoices in Xero for them. It would be great if we could import a CSV file from our booking site into Xero for the receive money transactions.

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   Susan McCraw supported this idea  ·  14 February, 2025