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Need a user to make a batch payment, send a remittance report for batch payment and see Debtors/Creditors only - this is a critical requirement

please give us an update

I want to add my call to have users with Invoice Only permissioning to be able to generate a report of invoices issued to a contact. Why such a user cannot do this seems daft. They have the ability to see the invoices, so what's the problem with generating a report of the same info ?! Come on XERO.... please do this one ! It is impacting our admin person's ability to do their job. If I move them up to the next subscription level, then they have access to confidential info such as internal bank accounts, general reporting etc. Therefore PLEASE add this functionality... Please....

Allowing the team to access AR and AP reports without viewing bank balances and other more confidential information is a basic requirement. Come on Xero, get this one done.

Hi I would love for the departments to be able to only see their reports and not the others, and I would like that they do not have the ability to amend the tracking categories but they can view the reports based on the category

Can there be a function to add reporting to the permissions of an Invoice only access in Xero. The jump to standard adds too much access but invoicing only is too minimal. We should be able to tick a box to allow extra access and untick if its not needed rather than no choice at all. I dont need someone with invoicing ability to be able to reconcile and access to bank accounts however running reports would be a great addition

Be good if they could see AR reports for customers

Critical requirement!

This is a must needed, normally any ERP's provides this basic feature..

I absolutely agree. We own our business, and we would like to give managers access to Aged Receivables and Aged Payables reports. We would also like to give managers the ability to report on some expenditure gls, ie (Marketing expenditure) without having to have access to the entire P & L. Through seeing the P & L, the balance sheet etc, we have had some uncomfortable conversations with staff. It seems logical that you should be able to break down the reporting access so that you have appropriate discretion where needed between owners and managers.

Absolutely agree with the comments here. I am head of finance for our global company, yet I have to regularly go in and run an aged receivables report for our accounts receivable person, simply because we don't want to give access to sensitive bank transactions data. Surely an AR role should have access to invoices and AR reports; likewise, an AP role should have access to bills and AP reports)?

+1

Crazy that it's not there already.

This is a step in the right direction but not the complete solution by a long way. My only complaint with XERO is user permissions.
I need a user to have access to products and services which is crucial for them to fulfil the job role. They also requires access to quotes and invoices.
In order to provide the access to the above I need to provide them with full access which also gives access to bank statements which is a crazy situation.

We are currently looking for another package due to this major limitation which is a real shame.

An absolute must!

Simple things Xero are missing

We usually have the problem that our clients want to give their employees access to a invoicing only/bills only option. They like that they are not able to view the bank then. The payments can be captured below the bills and invoices, so that is not a problem. But a debtor department needs to be able to print the aged receivables to enable them to follow up on outstanding balances. I know they can view balances at the Send Statements function, but the aged receivables report is more efficient. So if you can make that if you have debtor/invoice rights to be able to view debtor related reports and if you have creditor/bills rights to be able to view creditor related reports, that will be awesome. I vote for this one.

This is so needed please add asap to your development need - The comments show it is becoming a function that more and more peeps need, especially given the growth of those small/micro Business xero was originally designed for.

This is so needed please add asap to your development need

We have a debt collector that needs access to the reports as well. Will really help to get this feature!

Running appropriate (AP/AR) reports and seeing more than just the outstanding invoices is very important to be able to safely delegate roles to junior level positions.