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  1. User Role - Allow users access to specific reports

    278 votes

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    136 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate all the valuable feedback we’ve received from everyone on this idea and through research our team has conducted.

    We’ve taken this all into serious consideration as we plan improvements for the large scope of roles that we know are critical to our customers being able to effectively run their businesses with Xero.

    We totally get the need for more granular roles and control within reports, and understand the need to safeguard sensitive data while still empowering your team and clients with the information they require.

    Although not accessible within Xero, there are some role capabilities through Syft Analytics as an additional offering where a Xero organisation can connect to Syft.

    We want you to know that reporting is one of the primary areas that we’re looking to develop, and are working on a solution that’ll give you more flexibility and control over what reports your users…

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    Maria Cook commented  · 

    Yes, I agree the permissions need to be more customisable for each role rather than one types fits everyone.

    Unfortunately, that's the reality. Hope to see some improvement by Xero soon.

  2. User Role - Invoice Only + View Reports

    167 votes

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    80 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the support for this idea from everyone here. We appreciate our customers' needs for more controls in reports access, and being able to safeguard sensitive data while still empowering your team with the information they need.

    The good news is reporting is one of the primary areas that we’re looking to develop, and we’re working on a solution that’ll give you more flexibility within the Invoice only role by providing access to Sales & Purchases reports.

    As we continue to make headway with this, we’ll be back to share more updates with you all.

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    Maria Cook commented  · 

    Yes, I agree the permissions need to be more customisable for each role rather than one types fits everyone.

    I would like to have the facilities to give an access only to raise POs but not to invoices.

    Also, the remittance advice to be accessible by anyone, not just the purchase ledger team.