User Role - Invoice Only + View Reports
Ability to assign a user where they can only have Invoice only and view only reports.
Purpose: To make user permission easier to set up, rather than having to upgrade them into Standard. As this will allow a user having access to more confidential reports.
-
David Coutts commented
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.
-
Anél le Grange commented
They could be able to view the activity on a contact without having to increase their access to Standard
-
Anél le Grange commented
Their access to the contacts aspect of Xero, should not be limited, because it links directly to the invoices that they are responsible for.
-
Rizaan Woensdregt-du Plessis commented
The ability for a user (only quotes/invoicing rights) to run reports on Customers i.e Customer Age Analysis/Customer Transactions
-
Maria Cook commented
Yes, I agree the permissions need to be more customisable for each role rather than one types fits everyone.
I would like to have the facilities to give an access only to raise POs but not to invoices.
Also, the remittance advice to be accessible by anyone, not just the purchase ledger team.
-
Lesley Christian commented
We use Invoice only permissions for sales and purchasing for the staff entering the transactions.
Unsure why related reports aren't available already since other accounts systems offer limited reporting functionality.
For example access to a proper age analysis report for debtors and creditors rather than an awkward workaround using a contact smartlist.
Standard permissions provides far too much access to confidential data, and yet restricted access is far to restrictive.
The permissions need to be more customisable for each role rather than one types fits everyone.
-
HK.Juan Finance Team #1 commented
Yes, our company confidential report all not secure in "standard" users but very limited in "limited" users.
-
Karen Eddy commented
Access to sales and purchase ledger reports without access to bank