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It would be advantageous if someone with Invoice Only user access could be given the option to view reports on Quotes/Receivables. Our users input quotes and sales invoices and have to report back to managers with which quotes are still open etc. If they could see the 'All quotes summary report' this would be really helpful. It would also be great if they could see the reports relating to Receivables. This could be an optional add on to the Invoice only role rather than standard access.

Surely a credit controller needs access to all aspects of invoicing information, without the requirement of full access to the bank account - this needs to be resolved Xero! Otherwise senior staff are having to run basic reports for employees which shouldn't be part of their role!
Please sort this one!

I have budget holders who need access to a specific custom report (and be able to see the underlying transactions) but that is all the user profiles do not restrict access enough to allow this so the user has far more access than they need/should have.
This means we send the reports via email and have to deal with any queries by enquiring ourselves, this is time consuming and very reactive and hinders budget holders taking ownership and understanding their own numbers.

It seems this matter has been raised several times. It would be most apprciated if there would be an option for a user to have Incoice only, but with access to reports including Aged Payables and Receivables - bringing them to the bills & invoices, but without giving them access to view the bank from there onwards.

This is 100% needed and cant believe that it was suggested 9 years ago and no action

I think short of sleeping with the CEO (volunteers?!) then this is never going to happen. Clearly there is a problem with the way the software is constructed that means this is too big a rewrite for Xero. Competitors take note - we may be sleeping with you soon!

Still a major issue after all these years, not one change towards it, hundreds of your clients have logged it as critical but that does not mean a thing to Xero. Instead changes to the screen layout and the way you view data and enter invoices that are not really needed and were working functionally fine before are being prioritised, Listen to your customers!!! They are the ones funding your software!!!!!

We need a user to be able to raise invoices and then chase the overdue invoices by running the aged receivables report without someone else with higher permission pulling the report off on the original users behalf

Need a user to make a batch payment, send a remittance report for batch payment and see Debtors/Creditors only - this is a critical requirement

please give us an update

I want to add my call to have users with Invoice Only permissioning to be able to generate a report of invoices issued to a contact. Why such a user cannot do this seems daft. They have the ability to see the invoices, so what's the problem with generating a report of the same info ?! Come on XERO.... please do this one ! It is impacting our admin person's ability to do their job. If I move them up to the next subscription level, then they have access to confidential info such as internal bank accounts, general reporting etc. Therefore PLEASE add this functionality... Please....

Allowing the team to access AR and AP reports without viewing bank balances and other more confidential information is a basic requirement. Come on Xero, get this one done.

Hi I would love for the departments to be able to only see their reports and not the others, and I would like that they do not have the ability to amend the tracking categories but they can view the reports based on the category

Can there be a function to add reporting to the permissions of an Invoice only access in Xero. The jump to standard adds too much access but invoicing only is too minimal. We should be able to tick a box to allow extra access and untick if its not needed rather than no choice at all. I dont need someone with invoicing ability to be able to reconcile and access to bank accounts however running reports would be a great addition

Be good if they could see AR reports for customers

Critical requirement!

This is a must needed, normally any ERP's provides this basic feature..

I absolutely agree. We own our business, and we would like to give managers access to Aged Receivables and Aged Payables reports. We would also like to give managers the ability to report on some expenditure gls, ie (Marketing expenditure) without having to have access to the entire P & L. Through seeing the P & L, the balance sheet etc, we have had some uncomfortable conversations with staff. It seems logical that you should be able to break down the reporting access so that you have appropriate discretion where needed between owners and managers.

Absolutely agree with the comments here. I am head of finance for our global company, yet I have to regularly go in and run an aged receivables report for our accounts receivable person, simply because we don't want to give access to sensitive bank transactions data. Surely an AR role should have access to invoices and AR reports; likewise, an AP role should have access to bills and AP reports)?

+1

Crazy that it's not there already.