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  1. Having different user access levels for different reports and areas of business

    Within Xero, the current “Invoice Only” user access level could be enhanced to allow access to reports that are directly relevant to their role. This would include areas such as accounts receivable, accounts payable, and customer and supplier reports, while still restricting access to broader financial reports like the Profit & Loss and Balance Sheet.

    Although users with this profile can enter, approve, and pay invoices, they are currently unable to generate key supporting reports such as receivables ageing to follow up overdue debtors or payables reports to monitor outstanding obligations. Introducing more tailored reporting access within this user level…

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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

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