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  1. Claude - ability to connect Claude to multiple organisations

    39 votes

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    15 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for sharing this idea and adding your feedback.

    We understand why being able to connect Claude across multiple Xero organisations could be helpful, particularly for advisors and bookkeepers who work across several clients or entities. The idea is to allow a single Claude connection to access multiple organisations, removing the need to reconnect or switch between organisations when working across different datasets.

    We've updated the status of this idea to Gaining Support. If this would be useful for your workflow, please add your vote and share more about how you'd use it.


    Catherine Lane supported this idea  · 

  2. Hubdoc - Permission settings to restrict clients from publishing documents to Xero

    1 vote

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    0 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Catherine, a more flexible approach to Hubdoc user permissions could make client access easier to manage. In particular, your idea is asking for an option to let users upload documents without giving them publishing access.

    I’ve updated this idea to Gaining Support so we can continue tracking community interest. If this matches your workflow, add your vote and tell us how you’d like the permissions structured.

    Catherine Lane shared this idea  ·