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Customize User role (Invoice only - Sales) , user invoice only and customize the access to generate AR aged report or AP aged report only. no need full access to report.

I have just logged a poor review on Trustpilot. Comments in here are not responded to and Xero never justifies ignoring this request.

Disappointing that this has not been implemented + there's no workaround.

Comments going back three years. I'll add my voice to those asking why this hasn't been implemented yet. It's such basic functionality.

Quite literally: how is a salesperson supposed to do their job without access to reports?

Why are we not even getting a response of any kind about this, there are thousands of customers who want this.

Xero - still tinkering with non-functional improvements to font styles, while basic, and desperately needed features are ignored. why hasn't this been done yet?

Can't believe this is still going on!!! We need a user to be able to raise invoices and then chase the overdue invoices by running the aged receivables report, enter their comments on same, instead, we have to get someone else with higher permission pull the report off and email report over and back, updating the comments, an absolute waste of time. Can't be that difficult to give access to a user with Invoice only - Sales access, the option to have editable access to Aged Receivable reports

XERO CAN YOU EXPLAIN PLEASE WHY THIS IS NOT ACTIONED, IT HAS BEEN REQUESTED MULTIPLE TIMES.

If the user permissions are not updated soon we will have to move to Quick Books or something else we cannot operate like this. To allow an Creditors Controller to print reports needed for reconsiling creditors we now have to give her access to our whole banking/accounting....what happened to confidentiality. Please Xero can you do something about this

It is a total waste of our time commenting or requesting sensible improvements to Xero as they fall on deaf ears. There are many other better accounting software providers who produce accounting software based on what their users need and want rather than just tweaking modules which work fine (sales invoicing etc) just for aesthetic purposes rather than functional purposes. The user profiles in Xero are appallingly limited and not fit for purpose.

There have been 145 votes on this, I am sure there are more customers out there needing this. Please stop changing functionality that works well already and make a much-needed change that will help NZ businesses. How can we grow if we can't have an admin person run reports and allocate payments to invoices for us without seeing the balance of the company's bank account!! This is just crazy!

Urgently need this feature implementing please - we have teams that need to run the aged debtors report, but they cannot have access to our bank accounts, but they currently cannot run these reports as they have to have access to the bank too which is crazy!

We require this feature asap.

It would be ideal for an Invoice only user to have access to reports relating to their restriction - for example a Purchases user (purchase orders and bills) needs access to the purchase orders detail report and is critical for some of our clients users to have some (relevant to their role), but not all, reporting functionality.

Xero please implement this for them asap

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.

At the moment, within XPM staff permissions, there is either full access for managing invoices (view, edit, create and delete invoices), or nothing. Staff should have access to view previous invoices for tax return preparation, but not necessarily the permission to edit, create or delete invoices. Would like more access granularity for this feature.

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!