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At what point will Xero ever respond? I've been using Xero for years, but not being able to have a "bookkeeper" role, or run A/R, A/P or sales reports per department is a real roadblock. This has been a wish list item for 7 years, and not one reply from them on this. Pretty disappointing. We've been a client since 2012/13, and now we're looking for alternatives just because of this issue.

This will help current Xero Organisations and might sway others to join.

AP Rple (Invoice+ user) needs to be able to issue remittances for batch payments, however they do not need access to the reporting functions.

Please Xero look at this as the current user roles, are not adequate

Whenever anyone asks my experience of Xero, I tell them that it's great for single business owners / single bookkeepers, but has serious shortcomings when it comes to distributed roles. Until Xero fixes the really basic requirements of different users being able to access only "their" areas of Xero, I steer people away from it. Unsure why accounting firms continue to recommend it, knowing of these serious shortcomings.

Have changed over to Xero on the basis of recommendations from two accounting firms.

Totally amazed that we are unable to restrict financial management information across our staff list. This is Bookkeeping 101.

Comments from other users indicates that Xero seem to be doing nothing about this basic requirement.

This is causing a major issue for the business. Maybe we'll have to give Xero away.

Thanks Sharon and Maria, you do wonder what program Xero uses for their business then?

I've been in touch with xero support on this - Tori kindly replied : The only action I can do here is pass on your feedback to our Product team. I've had a look at the votes and comments on Xero Product Ideas and I can see the frustration from not only yourself but other users of Xero.

Of course the difficulty is that Xero is ideal for small business owners but unable to cope with workforce segmentation eg with A/R / A/P roles requiring access only to aspects of Xero specific to their areas (eg reporting, not bank recons).

HI Everyone, I posted this 7 years ago, and there was little followup from other users. Xero looks at these, and takes the ideas that have the most votes to see if something can be done, so the more votes we get, the better.
I think as businesses are growing, it has become a problem with internal security that Xero hadn't even thought about, so every time some one votes or messages on here, I get notified, and I am sending it to my account manager.
Just to make sure they are aware of it - trying to be as 'in their face' as possible.

You'd like to think so, but seemingly not.

We just get to air our needs and views with each other in some kind of cathartic therapy session.

Is the idea of this Forum that we get some feedback from Xero on this?

Would it not be possible to set up mini / duplicate modules for each function eg. purchase ledger, with an appropriate selection of billing, aged creditors, day book reports etc? Surely this approach wouldn't interfere with the existing structure and it's clear inability to adapt. (Granted, I'm not a programmer on any level).

Xero said years ago in the original forum, that this would not change 'in the forseable future', that it was a massive thing to do, as below...

....I understand the platform is set is stone, and the current structure of the reporting module is so far embedded that it would require a major overhaul to allow pick 'n' mix type access....

Good point Stephen, how? And when? Very frustrating as we don’t know if Xero are planning to address this or not.

Why cant Xero Blue set up the permissions the same way and XPM

It is imperative this gets implemented as soon as possible.
I have just completed a large conversions from QuickBooks to Xero and was embarrassed to find out notify the client that there where not able to limit particular staff to PL, BS & Payroll Data.

Access needs to be split between the different categories Financial performance, Financial statements, Payroll etc.

"Purpose: Because in some organisation, only some people can only see the information for some reports."

Who wrote the above exactly?....My version, and more to the point would be .......

Purpose: Most accounting (& personal) information is confidential, and shouldn't be seen by all staff, at all levels, irrespective of their job rolls. Data protection even says data should only be available on a 'need to see' basis.

It's unfathomable that this access to 'all reports or no reports' concept made it off the cutting room floor in the first place. But I understand the platform is set is stone, and the current structure of the reporting module is so far embedded that it would require a major overhaul to allow pick 'n' mix type access.

Would it not be possible to set up mini / duplicate modules for each function eg. purchase ledger, with an appropriate selection of billing, aged creditors, day book reports etc? Surely this approach wouldn't interfere with the existing structure and it's clear inability to adapt. (Granted, I'm not a programmer on any level).

Our staff could then get on with their jobs, whilst managers & business owners get on with theirs, and the company would remain compliant with data protection laws.......Isn't it obvious?..

Xero has increased subscriptions considerably twice in the last two years, but with no genuinely useful improvements to the basic accounting functionality. But a lot more add-ons via partners that do all the legwork and all too often oversell lacking products in order to fund building something that might one day in the future actually deliver, if they make it in the overcrowded market place at all.

Ah yes - the effort of improving report access wouldn't directly generate any further income would it? But...I think Xero would get more clients. I am compelled to warn clients about this short falling in the software and at least half of them choose other software, with only 'one man band' type clients proceeding as they don't have other people accessing the software anyway. They eventually move away from it when they start employing staff / admin support etc. Shooting yourself in the foot Xero..

I will jump for joy if Xero resolves this issue properly. But I'm not holding my breath....

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!!