Settings and activity
4 results found
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482 votes
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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Gill Bergin
supported this idea
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162 votes
Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.
Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.
We'll let you know if there are any updates, here.
Gill Bergin
supported this idea
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54 votes
We appreciate the feedback and interest in being able to set different levels of approval across different transaction types in Xero atm. Currently the draft permission will enable a user to create draft transactions in an org with out the ability to approve, while the Sales Invoice Only role will enable a user to create and approve invoices or quotes without access to purchases, and similarly the Invoice Only Purchases role will allow a user to create and approve Purchase transactions without access to Sales.
To better understand the ask in this idea can you share exactly the type of set up you would be looking to achieve to help with entering information in your organisation.
Gill Bergin
supported this idea
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31 votes
We appreciate some of our customers find keyboard shortcuts very useful for navigating. Thank you for sharing your interest in this with us, here.
Our product teams are aware of the interest in this here and it would be great to hear more of the specific shortcuts you'd find most useful here. We'll share any updates with you here.
Gill Bergin
supported this idea
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Hi Xero, totally agree with all the comments below, this is causing issues with auditing and confidential information, I'm have to do more to provide staff with reports etc & access to certain items, moving from sage to xero has caused more issues when it was suppose to make life easier for us !!
The options to provide certain staff with the access they need to do their role without being able to see full business is an important one please get this sorted ASAP
thanks