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  1. User Role - Invoice Only + View Reports

    169 votes

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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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    Downing & Lindner Taxation & Business Services commented  · 

    Yes as a minimum Invoice Only - Approve and Pay users should get:-
    Aged receivables
    Aged Payables
    Sales Item reports

    Downing & Lindner Taxation & Business Services supported this idea  · 

  2. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

    488 votes

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    271 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminMukti Prabhakar (Admin, Xero) responded

    Hi Community! 👋

    Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.

    I look forward to updating you as we make progress 🙂 🙏

    Downing & Lindner Taxation & Business Services supported this idea  ·