Reporting - Allow Standard users to publish reports
Provide an option to allow standard users to publish bank reconciliation reports, but not all reports.
As a Xero Advisor, I don't always perform all of the accounting functions for my clients. For some clients we mutually prefer to have them perform the bank reconciliation process each month. This is a standard internal control that isn't always outsourced. Requiring publishing bank reconciliation reports at the Advisor level user seems overkill and limits how advisors can manage levels of service assumed by the advisor and their clients.
Frank Burnham
shared this idea
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Freya Pieroz
commented
This should 100% be an additional permission for a Standard user - you don't need to have access to depreciation or to change lock dates in order to be able to have a record that you checked the bank account in the accounts against the bank statement!
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Frank Burnham
commented
I have clients that perform their own bank reconciliation procedures. I believe these users need to have the user rights to publish that bank reconciliation report to archive it in Xero. More flexibility should be given to standard users ability to publish reports instead of the all or nothing approach.
As it stands now I have to give them Advisor level user status in order to perform this very basic internal control procedure clients really need to be involved in. Xero user rights are over-simplfied in this area of concern.