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Need more permission flexibility for invoice only users.

Our sales/purchases team needs access to sales reports and aged receivables, but not access to view our bank accounts and profit & loss.

It is also very important for these guys to be able to see history of customer/supplier - sales/purchases which is also not available in current invoice only provisions.

This issue was raised in 2017 so please can we all keep ticking the security box so that we get one huge vote for this.
They only look at the items with the most votes, so please search for a suggestion rather than starting another one. thanks

My client needs this feature so that sales staff can access the inventory reports to know what stock is on hand at any given time. But this same staff should not be able to see the bank accounts. At the moment the only way to get access to reporting on Xero give access the bank by default.

Need to have reports, eg items sale reports available to staff, sales staff, without access to bank accounts that is not needed for this level but quite a large number of reports are helpfull.

Xero's current user roles are way too extreme with the invoice role being too restrictive to be of any real use and the next step up to standard giving way too much access for most users.

It is crucial for a sales ledger clerk to be able to both raise invoices and chase the payment of them. They need access to the various sales ledger reports in order to do this but not the rest of the reports. It is crazy that it is all or nothing.

Additionally, it would be useful if users could be assigned access to specific bank accounts rather than all or nothing.

This could all be done if user roles were assigned on a menu select basis.

Xero is way behind much of the competition with their micky mouse approach to user roles which are only really fit for small owner managed companies.

This really is crazy, this setting allows you to view the account and the balance and all the invoices but it wont let you view the aged trial balance? A junior admin person who is doing data entry should be able to run a report to check their work.

I have the same issue and as a Tax accountant I can see that smaller businesses would be trying to find more efficient ways to outsource their admin and accounting roles and focus on the tasks they build their businesses around.

I am having trouble trying to delegate work for my admin staff member who only handles accounts receivable & accounts payable in Xero. If they had the ability to run custom report's to reconcile their data entered then this would be one critical task. The other issue is they can't run certain reports to check cost of goods sold off to ensure we are billing out correctly.

These types of reports are critical for my admin however they are not required to have any access at all to the more confidential area within Xero and if I make their user access the next level, this is what they will have access to when not required.

If we can make the report setting function around user access more user friendly and defined then this would be the ideal outcome.

You can appreciate that as businesses get bigger (thanks in part to Xero) the inflexibility to allocate users to "siloed areas" within Xero becomes a limiting factor.

So an employee dealing with payables or receivables cannot run reports specific to their area (eg to chase up outstanding invoices)) without also having access to the bank accounts, which is unworkable for a business.

Sale and Purchase ledger entry staff should have access to Payables & Receivable report functions - debtors and creditor ledger access - to perform credit control duties or reconcilations.

It also does not make sense that persons that capture invoices/bills cannot reconcile to the statements and see the Aged Payables/Receivables.

Please improve the functionality of the software so that it allows Users to segregate duties appropriately.

Alternatively why not allow customised reports to be shared - that way the user access remains restricted ..

The limitation in "tailoring" a user's accessibility / visibility is really a problem in the Business and Accounting sections.
The funciontality and accessibility gap between Invoice only and Standard roles is TOO big - it is almost all or nothing - and this structure does not work in a financial setup where one has to ensure segregation of duties to avoid junior staff from access to sensitive details or functionality on the system.
It also does not make sense that persons that capture invoices/bills cannot reconcile to the statements and see the Aged Payables/Receivables.
Come on XERO give us the FUNCTIONALITY that many other accouting systems give one as a standard function.

totally agree with Geraldine.
sales ledger and purchase ledger staff should be able to run aged debtors and aged creditors reports without having full access to bank accounts. There will always be financially sensitive information in bank accounts which accounts ledger staff should not have access to.

We have team members that enter sales invoices but then cannot run an aged debtors report. This is really unhelpful. She was able to do this on Sage and really impacts her day to day job. We don't want her to be able to access bank info etc but we need a way for her to access the reports relevant to her role.

If you can create an invoice, surely you should be able to see customer history and invoices you have previously created. They need to update this to allow users to create invoices and see customer history without us having to open up the whole purchasing side of the business to them

Yes as a minimum Invoice Only - Approve and Pay users should get:-
Aged receivables
Aged Payables
Sales Item reports

These reports are important for the finance teams. The limited access prevents them from viewing confidential information but that access also limits the reports that can be viewed.

Allowing Advisers to select reports for limited users would allows them to extract reports themselves to perform the related tasks.

This is important for the billing/sales team.

We rely heavily on tracking categories for department performance tracking.
Also, my billing team require reports for tracking customer payments, credit notes and write-offs.

This will enable them to do the extracts themselves. The standard access has too much confidential data.

Sales, purchases and contact reporting is important for the operations manager but there is no need for them to have access to the bank account or other confidential information.

They could be able to view the activity on a contact without having to increase their access to Standard

Their access to the contacts aspect of Xero, should not be limited, because it links directly to the invoices that they are responsible for.

The ability for a user (only quotes/invoicing rights) to run reports on Customers i.e Customer Age Analysis/Customer Transactions