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Settings and activity

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  1. Organisation settings - Copy a 'Live Xero Organisation’ details into the Demo company.

    64 votes

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    26 comments  ·  Users & setup » Navigation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your support and sharing here and want to apologise we haven't responded on this idea before now.

    We understand there are opportunities to improve the demo company and provide customers with more flexibility and simplicity in being able to test more thoroughly using the setup and structure of their own organisation, rather than needing to recreate this manually in a separate environment.

    This is an area we can see value in evolving, and although this specific capability isn't currently on the roadmap, it's been noted and will remain part of future product planning conversations.

    We'll make sure to share any news around this with you all, here.

    Louis Naude supported this idea  · 

  2. User Role - Access to specific feature only

    505 votes

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    98 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Louis Naude commented  · 

    It is ridiculous that on the "Read Only" profile, one cannot uncheck the "sales and Purchases", "Bank account and Balances" and "Reports" check boxes. I have a client that need to give the credit department access to view only debtors' invoices, but then they have access to confidential financial reports and bank statements. This is the one area where Xero is way behind, and it seems that there is little understanding of what the client requirements are.

    Louis Naude supported this idea  ·