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  1. User Role - Access to specific feature only

    449 votes

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    83 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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    Jolandi Engelbrecht commented  · 

    This is a critical feature that Xero lacks.

    I've had clients opt for other software explicitly due to permissions not being customisable, despite all other benefits being offered by Xero.

    As an example - a user that needs to manage the stock codes and quantities (done via bulk imports & adjustments daily), need to have standard access - which gives access to the bank accounts and all reports as well - which they should not be privy to.

    Then a debtors clerk should be able to access debtor related reports only, but again, full access is given on all reports.

    Jolandi Engelbrecht supported this idea  · 

  2. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    785 votes

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    222 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Jolandi Engelbrecht supported this idea  ·