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  1. User Role - Invoice Only + View Reports

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    80 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, our reporting team is actively testing how reports are grouped and accessed, and we'd like your feedback to help us design a better report grouping structure that supports role-based access in reporting.

    How you can help: Complete a quick 15-min online activity to test how reports are grouped and accessed:

    • Part 1: answer questions about the current report grouping
    • Part 2: explores a new grouping and role-based report access

    👉If you're interested, please use this link to get started.

    We greatly appreciate your ongoing support & valuable input for the reporting team!

    (If you’ve already taken this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)

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    Karen Eddy commented  · 

    totally agree with Geraldine.
    sales ledger and purchase ledger staff should be able to run aged debtors and aged creditors reports without having full access to bank accounts. There will always be financially sensitive information in bank accounts which accounts ledger staff should not have access to.

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    Karen Eddy commented  · 

    Access to sales and purchase ledger reports without access to bank

    Karen Eddy supported this idea  ·