Enter your idea

Very frustrating that there is no reply from Xero on any of this? Is this worked on?
How high on the to-do list?

Needed so employees can access reports they require for their role but not other sensitive information

We have a new Finance Manager joining our organisation next week and I will be creating a new Xero user account for him. However, I don't want him to see the details of our Salary and wages COA. We should have the option to restrict certain COAs to certain people due to confidential purposes. The overall figure can still be seen in reports for certain people but the details should be viewable by the one who has the most authority in xero system.

Would be great to have this available within Xero so we can grant access to certain reports which fit with the role of the staff member.

This is critical as we want to give teams access to monitor expenditure and budgets for their allocated area, without giving access to potentially sensitive information in the bank or payroll general ledgers. I'm struggling to find an app to connect to Xero that will do this, but would prefer it to be in Xero itself. With your focus currently on reporting, is this an opportune time to address this?

Can I ask how high on the to-do list this is? Is this worked on already or years away?

My office manager needs some reports but I do not want her to see the bank reports

Being able to enable users with invoice-only permissions e.g. ledger clerks to be able to view receivables and payables reports. It seems ridiculous that you can only provide access to all reports i.e. the bank reports etc which stops a number of ledger clerks from being able to view a large portion of their role effectively due to permissions restrictions.

Very important to my organisation. Each budget holder/Snr manager should only be able to see their own area's budget and P&L. Also for Invoice Only role should be able to view some of the reports as well. Please work on this request !

You should be able to restrict access to payroll reports & other sensitive information

I completely agree with the comments below. There has to be functionality to allow more customization of roles. Access to reports and accounts should be able to be limited by role. Mid level personnel should be able to pull customer and supplier reporting information, but not a full P&L. Additionally, our payroll integration creates bills in Xero, so in order to have someone that can reconcile bank accounts, they also have access to bills, so I cannot keep payroll information confidential. That is a major issue. There must be greater separation of duties and data integrity barriers within the system.

Agree with this fully. I need Accounts Payable to have complete access to anything supplier related (reports, payments etc). They pass payments against suppliers but then they cannot see supplier reports, it does not make sense. Standard user access then gives too much access - as it then gives access to all areas. I do not wish to give access to NL, BS, P&L to these users - only to reports that have to do with suppliers as they need them in their role. There needs to be more flexibility in providing access rights. Can this issue be addressed please?

super important to be able to restrict access on reports. I want my accounts team to manage my AP and AR aged payables, but I don't want them to access the P&L or BS report. please can we have a solution for this

So important to be able to decide what each user can access. The current situation is so restrictive.

I have three Xero accounts for three companies and this is a problem for all of them for different reasons. I'm now looking at whether I should switch to MYOB if they offer greater flexibility on this.

We have been using MYOB for several years and they provide a lot of this functionality while we are severely constrained when it comes to the access levels in XERO.

There should be boxes to tick for certain reports that a particular user can access. MYOB definitely has more options in it’s user settings.

We need some users to have access to reports, but they don't need bank access - go for it Xero :)

Yes more flexibility regarding accessibility by user. In regards to dashboard, reports and functions. Thanks

Yes, I agree the permissions need to be more customisable for each role rather than one types fits everyone.

Unfortunately, that's the reality. Hope to see some improvement by Xero soon.

The ability to limit users access to the P & L report and the balance sheet