Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d 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 won’t be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.
We will be back to share on the outcomes of our research and any progress around development of roles in Xero.
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…
All products need to evolve and one area that is almost always neglected by non-Enterprise platforms is the Enterprise security model ESAM. To understand this one needs to have experience of Enterprise environments & security. Non Enterprise developers and product leads will default to the view that their platform is not an Enterprise platform so this point is irrelevant. This is actually mis-guided as many smaller companies operate Use Cases that are in fact just like an Enterprise organisation, only on a much smaller scale. Given cloud based is just another term for hosted, hosted platforms benefit form an ESAM. There is a cost but technical architects should prioritise this as products develop.
In our case, we have deployed Xero Me which the Users believe has solved world piece - going from a paper based process to self managed for company paid expenses (Albeit surrounded by a bit of confusion as to why mileage has to be in included). But, unfortunately, we do regularly handle cash in a few offices which is going to be hard to prevent for a number of reasons - not to mention that legally one can't not take cash.
The problem is there is no Xero Me sales receipt equivalent functionality where offices receiving cash can register as banked or petty cash.
Not withstanding my comments around ESAM, which I do believe is a key requirement for a number of other limitations, adding a receipt function in Xero Me should not be too difficult as it is the same process but a debit in stead of a credit.
Graeme Ellisson
supported this idea
·
All products need to evolve and one area that is almost always neglected by non-Enterprise platforms is the Enterprise security model ESAM. To understand this one needs to have experience of Enterprise environments & security. Non Enterprise developers and product leads will default to the view that their platform is not an Enterprise platform so this point is irrelevant. This is actually mis-guided as many smaller companies operate Use Cases that are in fact just like an Enterprise organisation, only on a much smaller scale. Given cloud based is just another term for hosted, hosted platforms benefit form an ESAM. There is a cost but technical architects should prioritise this as products develop.
In our case, we have deployed Xero Me which the Users believe has solved world piece - going from a paper based process to self managed for company paid expenses (Albeit surrounded by a bit of confusion as to why mileage has to be in included). But, unfortunately, we do regularly handle cash in a few offices which is going to be hard to prevent for a number of reasons - not to mention that legally one can't not take cash.
The problem is there is no Xero Me sales receipt equivalent functionality where offices receiving cash can register as banked or petty cash.
Not withstanding my comments around ESAM, which I do believe is a key requirement for a number of other limitations, adding a receipt function in Xero Me should not be too difficult as it is the same process but a debit in stead of a credit.