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  1. User Role - Restrict access to individual bank accounts

    665 votes

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    349 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.

    We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.

    We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.

    We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.

    As development continues we’ll share further updates as soon as they’re available with you all here.

    Thank you for…

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    Amber Wholagan commented  · 

    Absolutely mind boggling that this is not automatically a feature. Our business has grown significantly and confidentiality of our accounts is critical now so admin teams can't see all transactions for the business. We need certain individuals to have access to certain credit cards to reconcile them, but not all business ins and outs.

    We will be looking into alternatives as this is an enormous pain point for us.

    Amber Wholagan supported this idea  · 

  2. Permissions - Ability to set level of Approvals for different transactions

    56 votes

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    9 comments  ·  Users & setup » User permissions  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Amber Wholagan commented  · 

    Our business uses ApprovalMax, an extension to do this which is great. You can set different authority limits based on hierarchy. It emails the approver for either approval or rejection and sends the accounts person an email with notes of why it was rejected.