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  1. Expenses - Restrict tracking category options

    4 votes

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    1 comment  ·  Payroll & expenses » Expense claims  ·  Admin →
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    submitted  ·  AdminPaul Hodges (Admin, Xero) responded

    Hey Vanessa

    Thanks for submitting this idea on Xero Product Idea's.

    As you're aware, currently there isn't a restriction on which tracking options you can select when you're entering transactions and expense claims.

    We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

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    Lou(AAS) Holmes commented  · 

    Yes please. Client is annoyed that staff can see all tracking including those specific to directors. as result withdrawing Expenses function from their processes and going back to paper expenses.

    Lou(AAS) Holmes supported this idea  · 

  2. User Role - Restrict access to individual bank accounts

    648 votes

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

    Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.

    We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.

    We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.

    We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.

    As development continues we’ll share further updates as soon as they’re available with you all here.

    Thank you for…

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    Lou(AAS) Holmes commented  · 

    Need to limit user access to bank. User can see credit cards and reconcile but cant see current and deposit accounts.

    also be good to limit nominal codes users see

    Lou(AAS) Holmes supported this idea  ·