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Xero team, what's the status on this? We've been waiting for years. This is a critical feature that is needed.

It would be useful if a feature was added so that when granting access to users you can choose which reports they have access to. At the moment, in order to give any member of a business access to see any report they may need or find useful they will also have access to view far more intrusive reports like full Profit & Loss reports and Balance Sheets. A current situation we are trying to deal with is that our client would like one of their managers to provide them with estimated figures for specific expenses in order for them to be able to forecast better but they do not want their manager to be able to see full P&Ls for the company so the manager has no method of viewing specific costings for a particular period.

This is important to our clients, your customers. Clients do not want to share all business and emplolee details with all there users

For me this is the frustrating part of Xero as a small business owner. That is any staff member who has standard access has full financial access to the business itself, how it is going, profit and loss, well everything. Not being able to limit the reporting access is just not good.

User permissions - Restrict view for users
Standard users who enter invoices and bills should be able to have permission to see Aged Receivable & Aged Payable reports only & should not be permitted to see other reports like the Profit & Loss, Balance Sheet & Trial Balance

This is our first year to use XERO and our organisation will be audited by external auditors. We will plan to give the auditors the "Read Only" Access to see our XERO reports and transactions.

However, there is Budget Reports that we do not want the auditors to view.

Please, make it possible to limit this access.

Me too.

First brought this to Xero’s attention some 12 years ago……they have made it clear that it is not a priority. Too difficult & unable to justify the cost involved.
GDPR? What’s wrong with a purchase or sales ledger clerk having access to ALL reports and data about their co-workers, boss, company performance etc? As bosses, we love having to run and provide appropriate basic reports for our teams. They love waiting for us to do this because as it happens, we aren’t tapping our fingers wondering what to do next!

Was and still is, an unbelievable floor in this ‘approved’ software.

Xero - is there any official update on this?? or are you just ignoring everyone in the hope this will go away?? This is an absolute necessity ... I have clients that won't move to Xero because of this specific issue.

Come on XERO this is really a basic in all accounts system other than you.

204 users and growing would like it so why ignore them in favor if the new Invoicing system that is causing so much consternation.

FIX WHAT IS NEEDED BY USERS BEFORE EMBARKING ON SOMETHING THAT IS NOT WANTED.

Come on, Xero. This is a basic request. We want a user role that can access certain reports without having to give access to the bank accounts. It's not an unreasonable request.

This will not only reduce the reporting deadlines pressure on Finance teams, but letting Finance teams concentrate on making sure the data is up-to-date while removing the unnecessary work/turnaround time of repeated preparation of multiple reports to management on a monthly or adhoc basis.

Due to the pressure from Dept Heads and Management on Finance team to report on a real time basis, if Xero can have a function where we can send a live link to individual Xero reports to Dept Leaders in the company so that they can generate the report at any point of time, it would make a huge impact.

Eg. Creating a report specific to IT and let the IT Dept head able to access the unique report on Xero platform on an real time basis whenever they need to make a decision. The non-finance user dept doesn't need to have Xero login, they just want to view that specific report thru the link that is only given to their email access. Finance team can remove the access anytime from Xero system.

We have a client where they have a user with an "Invoice Only" role. This person is responsible to import the billing invoices from Hubdoc to Xero and approve the invoices. This user does not handle the payments of the billings.
However, after processing the billing invoices, the client wants this user to give them an Age analysis, which she cannot do with the "Invoice Only" option.

It would be great if the "invoice only" role had to option to add certain reports that the user may access to give through to management.

This is essential for us. Please. ASAP

I need this function for my accounting staff - such as debtors and creditors reports

Hello Xero

I have a sales team who would like to see reports based on their sales only which is a custom report we have designed. However, they can view all reports so we have to download the report upon request every time which is so much admin time.

Hi team - your response to this idea (now supported by 179 people) advised you would look further into it once the older versions of reports had retirned (31/7/23). What is the latest regarding this issue that is clearly a problem for a lot of users?

Hi Xero,

Please have a look at this, we have people with read only access but would like to limit their reports to just custom so we can decide the types of information they can generated

Thank you :)

Hi Xero,

Please could you look at this again. Our sales ledger and purchase ledger clerk is unable to run reports without me granting her access to highly confidential information.
At the moment this is creating more work for me than necessary.

Would like users with read only user role to access the short term cash flow report like the users with read only can access Business Snapshot