Enter your idea

Hi Team,
This is really a critical issue for us as well!
Can Xero have the function to give users to different report?

This is really a critical issue for us as well! We are new Xero users but I would say if you have invoice and billing only rights at least you must have acces to the Customer and Supplier bill activity reports so that they can reconcile with the account statements of the suppliers especially? Please please Xero it must not be so difficult for you guys to do this?

How ridiculous. Most small businesses are not "1 man bands" or solopreneurs etc. What will you all be switching to? I've been using Xero since 2010 (!!!!) and will be switching this year if possible (even though I'd prefer not to!) because we need different access levels to reporting. Kind of shocked this isn't even in the pipeline as it's so basic, but oh well. I'm not thrilled about Quickbooks, but maybe it's evolved a lot over the past 13 yrs...

Also pretty disappointed that Xero wouldn't even comment on such a highly voted issue that's almost 10 yrs old.

HI Everyone, I have been in touch with Xero admin today, and they advise that this is a feature that they WILL NOT be looking at, anytime soon, nor in the future. So if we want user security, we will need to change to another accounting package. Xero was only ever developed for small family or one man band businesses, and is not capable of changing or growing to meet business growth requirements. This is really disappointing, I submitted this discussion 7 years ago, and they still refuse to look at a solution.

Hi Stephen, not in the pipeline as you say. Made a comment on this years ago as well. Head in the sand. Time to move with our feet I believe.

Will Xero ever make comment on this thread - or give users some idea if this is on the future development programme. If its not an imminent fix then its best to know now. It would also be interesting to hear the reason this cannot be easily implemented. On the phone I was unofficially told it was because Xero was created for the small business owner 'one man band' type business. This is not good enough as this is not how the software is being sold or promoted, yet this appears to be the only valid reason or excuse for such a major issue for all non solo business owners who use Xero. This was first reported in 2015 - 8 years ago!

currently looking at other packages that can offer this function as the fact Xero doesn't is starting to have a real impact on our business.

The gap between IO and standard roles is too wide. There needs to be ability to allow access to certain reports without access to all or bank.

I agree the gap is too wide. From a GDPR point no employee should ever be able to see another employees expenses but as soon as you approve everyones expenses they appear in the bills to pay screen for all to see - even those with Invoice Only Approve and Pay. Also on Invoice only - no one can add products or edit products in inventory.

This is critical. Employees at different levels need access to different things. Since there is no distinction in security, no employees have access.

These reports can drive a business, give us the power to do that.

Not having this is crippling. It's such a basic feature that is offered by Xero's competitors. It's extremely important to our organization.

This option can benefit our company greatly, we have several users, and all have different specific responsibilities

Not having this is crippling. It's such a basic feature that is offered by Xero's competitors. It's extremely important to our organization.

Add a permissions level between IO and Standard - the gap is far too wide. Its all or nothing.
I need my admin to be able to run certain reports but not see them all, so I need to be able to select the report.
However I don't want them to have access to bank statements.
Currently its all or thing so they nothing which doesn't help me.

This is certainly an issue for our company. With only 3 admin staff currently, we need more flexible access/blocking of particular reports because staff need access to general reports but not higher level reports such as Profit and Loss which is confidential company information.

We changed over to Xero in April 2022 and discovered that this was also a major problem for us too.

Over the past year we have discovered there are so many 'missing' aspects from Xero that are fundamental to accounting roles and functions.

It is so time consuming having to generate reports for the staff that are processing the sales and purchase invoices because we can't give them their own access - unless we want them to have access the bank accounts (which is ridiculous).

I don't understand why Xero haven't realised this already. It's such an obvious and basic need for staff to be able to carry out their role fully.

If only Xero had done some research to find out if this is a requirement for the majority of businesses.
At 109 votes it seems pretty important, but how many votes are needed before it is seriously considered by Xero?

The fundamentals desperately need improving in Xero and seem to keep getting ignored whereas the cosmetic improvements that are not needed are being deployed freely - confusing?!

We have just changed over to Xero and this is also a huge problem for us. The user with rights to invoice and do bills cannot get access to the reports for Customers and Suppliers - so I must each time print the reports which is wasting my time?

This is really needed and seems to have been around for quite as while with no response from Xero.

Crazy that you can't allow access to some reports but not all. It looks like from the other comments that we are not the only company that needs sales users to be able to access reports relevant to them but not the full company financial reports, budgets etc.

It would be great if users with Invoice only roles could also have access to specific sales reports. It is not very productive if they constantly have to ask someone else to run the reports they need to perform their duties.

Morning,

Maybe for each report, the advisers can assign who can viewed that respective report.

AP summary & details can viewed by who handle Ac Payable role.
AR summary & details can viewed by who handle Ac Receivable & respective sales personnel.

Inventory details report for people handle inventory.......and so on.

It is troublesome that only the advisers can pull report for other department as and when is needed.

Thank,

Rgds, Vander