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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

The reports are already segmented in the reports window so a user role that can access the reports in one or more of those segments would be a logical first step. As a professional partner we actively encourage our small business clients to use Xero but this issue is a problem for many of our clients for all the reasons outlined in previous comments.

Xero please relook at this. I agree with Leneze Toerien's comment "This forces a manager/owner to do all of the work which is not very effective". This is what we are struggling with.

Can we have this relooked at? Separating reports for users is crucial. As well as some other functions that certain users are privy to. This forces a manager/owner to do all of the work which is not very effective.

can we get this relooked at?