Settings and activity
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641 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
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Beckie Stokes
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8 votesBeckie Stokes
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15 votesBeckie Stokes
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Invoice only - unable to carry out below tasks essential to my role (I was able to this on previous system), can only have access to the below if I can see the bank which the business owner does not want.
Would be helpful for basic functions to be more accessible and/or to be able to customise user permissions based on companies own set up
Run reports (eg. Suggested payments, debtors etc)
Send reminders when payments are due (not automated)
Send remits in batch payments (we make the majority of payments on BACs runs)
Advance postings on sales invoice
Delete incorrectly posted payments/receipts
Send statements in bulk as part of a month end procedure.