Settings and activity
5 results found
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517 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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Tim Chung
supported this idea
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4 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Tim Chung
shared this idea
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111 votes
Thanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.
While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.
For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.
Tim Chung
supported this idea
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140 votes
Thanks for sharing your idea about expanding this feature to include credit notes (and not create them as bills).
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments too!
In the meantime, it's possible to bulk import credit notes using a CSV file, but not via this feature.
Tim Chung
supported this idea
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186 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
We've reviewed your idea 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.
Tim Chung
supported this idea
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Whilst the current pre-set roles Xero has done work for most organisations, it would be very useful more granular control can be set for each user.
ALL STAFF
With the workflow of my organisation for example, suppliers' bills are automatically uploaded via email and sit in the "Draft" tab. My staff will then go through the bills, modify / update the details of the bill, and Save and Submit for Approval once they are satisfied with the products from the supplier.
MANAGER / ACCOUNTS
The manager will look through the list under "Awaiting approval" tab, verify the accuracy of the Chart of Accounts, tax information, and Approve the bill for payment.
ACCOUNTS
The person responsible for accounts (me) will then reconcile the invoices against the supplier's statement each month and process payment.
THE ISSUE / PROBLEM
This workflow works well except for a few flaws with the User Permission settings:
1. Once a user has access to the Purchaser role, they can also Approve a bill directly without the manager / accounts being able to verify. If the user has malicious intent, they will be able to make a purchase from the supplier, have it to themselves and approve the purchase.
2. If there are sensitive bills that the business owners prefer not to disclose to their staff, such as the rent, payment for a contractor, or purchase of certain equipment, the Purchaser role can have full access to the business's history of bills (undesirable).
SUGGESTION
More granular control of User Permission levels for Bills such as:
- Basic: Create draft bills, Submit bills for Approval (Removed green "Approve" button), access to "Draft" tab only
- Approver: All of above, plus Approve bills, access to "Awaiting approval" tab
- Accounts: All of above, plus Make Payment, access to "Awaiting payment" tab
- Owner: All of above, access to "Paid" tab
Thanks for your consideration!