User Role - Ability to share a published report with users
Every month I publish, export and share reports with certain individuals. I would like to do this within Xero. I set up users who can have "View published reports" access. When I publish a report I can then select that report and choose which of these users I wish to share it with. The user is notified, can login to Xero and is then presented with a list of published reports that have been shared with them. It keeps all the functionality native to Xero.
7
votes
Stephen Cordon
shared this idea
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Mercedes Martinez Monroy
commented
Did this ever happened? I have seen report workflows on QBs that come out as per their scheduled time. I thought we could do this with Xero too?