Settings and activity
2 results found
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455 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
David Stacey
supported this idea
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606 votes
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.
An error occurred while saving the comment An error occurred while saving the comment David Stacey
commented
Sadly, it is all silence from Xero on this much-requested feature.
An error occurred while saving the comment David Stacey
commented
It is astounding Xero has not implemented this as a standard feature. Xero's all-or-nothing approach to user access for bank accounts prevents business owners from utilising administrative staff to reconcile transactions unless they reveal every financial aspect of their business. What a crazy scenario! It is time Xero escalate this request to their development team for implementation.
David Stacey
supported this idea
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It is good to see so many contributions from frustrated business owners on this missing feature.
Not so good is the lack of communication from Xero given how vocal its users have been for so long now.
I wonder if it is the case that their stock price is more important to them than their customers!