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Strangely, only management, directors, accountants etc should have access to payroll figures, personal staff & client info, sensitive transactions, directors loan account's, profit figs etc, but as access to an aged creditors report means access to ALL reports - there's no privacy afforded to anyone in this business. All staff see everything or have to be frozen out of the reporting module & ask management, who have nothing else to do anyway (?!) for simple sales & purchase reports etc.

UNBELIEVABLE that that Xero was ever set up like this.

Do staff at Xero see the payroll figures & the director's remuneration, company profits etc on a day to day basis I wonder?...

Ellis - How?

You can do it!

Come on Xero!!

Can Xero please consider allowing users who only have rights to Invoice/Purchase orders etc to view reports that contain Invoice and Bills, seems logical that they should be allowed to view certain reports?
Sage allows this function!!!

We require our staff to access sales reports and outstanding balance reports regularly but do not want them to have access to bank feeds and confidential money in and out.

I find it quite unbelievable that it’s all or nothing in terms of user rights. Very few businesses owners would want employees to have access to all bank feeds, profit and loss etc etc. but equally do not want to be running day to day sales reports and outstanding balance reports. I see this was first reported in 2015. How likely is this problem to be resolved as we have just moved from sage and we’re shocked to find this basic setting could not be implemented.

We require our staff to access sales reports and outstanding balance reports regularly but do not want them to have access to bank feeds and confidential money in and out.

Our clients want their employees to see some reports to enable reconciliation etc but not management information like P&L, Balance Sheet etc.

In my clients situation, a boutique builder, we use tracking for the different builds.
We tried projects but it's not suitable and is handled by a specific building industry program.
Our Estimator team needs to be able to access the tracking reports for current and completed projects, however in order to do this we have to give them access to what we call management reports, you know, they show the entire performance and values of the business, all the sensitive information, or the ones where it's not appropriate for employees, let alone estimators to have access to.
I am struggling to understand how XERO thinks this is appropriate, for staff to have access to every report there is on the business's performance just to be able to run a simple tracking report.

XERO prides itself on easy to use, "beautiful accounting software" which of late, I would go as far as saying that it's false advertising.

Interestingly this suggestion was first submitted in 2015, 7 years later and nearing the end of 2022 and its still sitting here as a suggestion.

How good would it be to see XERO putting the funds in the advertising budget towards making a more functional software package.

All we would need in the user permission sections is a tick box next to the type or which reports a user can access.
I don't know much about programming, but creating this isn't like it's creating a new program or something with the same difficulty!

Pleeeeease Xero - can you do something about this. I am starting to lose clients to MYOB because they have a better user security system. Thats the only reason they are changing. There needs to be the facility to tick a box for payables or receivables reports within the managed user category.
They need access without seeing all the management and financial reports.

Hi Bec, like Terry says they have left the building!! Not even a response to it

It is imperative that Users entering payments for customer and suppliers have access to the very least an ageing analysis report to be able to chase any that are falling due soon or overdue.

I don't see why giving access to this report for those on the invoice only role is a problem. They are only viewing the information that they have entered and processed in Xero anyway. There is no need for bank account access for this one.

First submitted in 2015, 7 years later it still not available.
Wow!

helps with roles

We need users to have access to accounts Receivable reports

How many votes do we need to get this addressed? As Terry said, it looks like they have left the building!

We need some users to have access to reports only (including budget checking).

Bookkeeper as an employee needs to have an access to certain information in Report such as Aged Payable to be able to check and pay the bill, but should not be given full access to all the report such as profit and loss as only the business owner have full access to these type of financial information. The employee should only have an access to the information that they need. At the moment, they either have a full access or non which make the work a bit difficult. is there any way to do it?

Agree Ellis, we have no responses from xero on any of the ideas - its like they left the building!

This is important so different users within a company and firm that are having to enter AR/AP can view the relevant AR/AP reports without having access to all the other financial reports. Should be an option in the Users screen to give them access to AR/AP reports only.