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  1. User Role - Restrict access to specific Tracking categories

    59 votes

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    submitted  ·  13 comments  ·  Users & setup » User permissions  ·  Admin →
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    Thomas Chang commented  · 

    Row-level security is a basic control feature in most mature financial systems. The fact that Xero still cannot restrict access to specific tracking categories by user role is a major limitation for organisations with multiple departments, entities, or cost centres.

    If Xero wants to position itself as a serious mid-market finance platform rather than just a cloud bookkeeping product, then granular permission controls need to become a priority. Finance teams should be able to give users access only to the areas they are responsible for, without exposing the entire organisation’s financial activity.

    This is not an exotic enterprise feature — it is standard governance, internal control, and data segregation. Surprising that it still doesn’t exist.

  2. Tracking Categories - Increase maximum number of active tracking categories and tracking options

    152 votes

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    47 comments  ·  Projects & tracking » Tracking categories  ·  Admin →
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    Gaining Support  ·  AdminHaroon Subhani (Admin, Xero) responded

    Thanks for sharing your idea, Nuno, and for letting us know the changes that matter most for you.

    We've reviewed your idea to increase tracking categories and tracking options, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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    Thomas Chang commented  · 

    Having worked with proper ERP systems, it’s hard to understand why Xero limits users to just two tracking categories. In practice, that’s nowhere near enough if you want to do any meaningful analysis or drill into your data properly. Most organisations need to look at transactions across multiple dimensions (e.g. department, activity, funding source), and two categories just doesn’t cut it. It’s also confusing that you can create additional tracking categories, but can’t actually use them without archiving existing ones. If the system supports more, it would make sense to let users actually use them. This feels like an unnecessary limitation that makes reporting harder than it needs to be.

    Thomas Chang supported this idea  ·