Settings and activity
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486 votes
Hi Community! 👋
Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.
I look forward to updating you as we make progress 🙂 🙏
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Steve Winchcombe
supported this idea
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299 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Steve Winchcombe
supported this idea
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447 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Steve Winchcombe
supported this idea
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Hi All, we recently migrated to Xero in May this year. Faced with this issue ourselves, my procurement manager is unable to edit products and services with his 'Invoice Only (Approve and Pay)' permissions, and, based on comments in this thread, it has been an ongoing issue for 10 years. Xero support suggested using a couple of apps like Cin7, but they cost around £3k per annum.
Therefore, I have built an application code-named 'Preditor' (product editor) that we are using internally. I am currently investigating launching Preditor on the Xero app store. Obviously, there will be costs associated with launching the app, so I wanted to gauge if it's something people want and are willing to pay towards the running costs. I estimate the cost to be £10 per month. If you are interested, please use the Microsoft 365 Forms link below to vote for your interest.
https://forms.office.com/e/HiRrPzepGJ
I hope to have the first version released within a couple of months, depending on Xero's app store process/validation.
If I get enough positive responses, then I’ll share some additional details on workflow and screenshots in the coming weeks.
I see this as a short-term answer to the issue, as, to be honest, it’s a feature that should be a default setting within Xero.
Update to original post: I have been receiving responses asking about features, so I created a quick walkthrough video of my current build for demonstration purposes.
https://youtu.be/JP-4NS29swE
Steve.