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24 results found

  1. CIS Return - Notification of change

    18 votes

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    submitted  ·  3 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Helen Christopher shared this idea  · 

  2. User Role - Invoice Only + View Reports

    171 votes

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    81 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 😊)

  3. User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)

    91 votes

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    submitted  ·  21 comments  ·  Users & setup » User permissions  ·  Admin →
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  4. User Role - Allow users access to specific reports

    305 votes

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    145 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.

    Get involved! 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 go through the link here.

    Thanks again for your support and contributions to developing a solution that works best for majority of our customers!

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

    An error occurred while saving the comment
    Helen Christopher commented  · 

    We are finding that clients require more flexibility in user roles. For example a client wants an employee to carry out invoicing only, but that employee also needs to be able to print a sales report at the end of the day.

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