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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.

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 !