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446 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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…An error occurred while saving the comment 
Jolandi Engelbrecht
supported this idea
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780 votes
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
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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.