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  1. User Role - Allow users access to specific reports

    258 votes

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    128 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, thanks for the interest in this idea.

    As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.

    However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting  team are leading up to retiring older versions of Xero’s reports on 31…

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    Tom Taylor commented  · 

    Such an important feature, I really hope this gets addressed.

    Xero action the ideas that get the most traction so the more we can push this request the better chances we have. Share it with your peers everyone :)

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    Tom Taylor commented  · 

    Being able to enable users with invoice-only permissions e.g. ledger clerks to be able to view receivables and payables reports. It seems ridiculous that you can only provide access to all reports i.e. the bank reports etc which stops a number of ledger clerks from being able to view a large portion of their role effectively due to permissions restrictions.

    Tom Taylor supported this idea  · 

  2. UK Payroll: Include employer pension contributions in employee opening balances

    40 votes

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    submitted  ·  15 comments  ·  For small businesses » Payroll  ·  Admin →
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    Tom Taylor commented  · 

    It should be an easy fix to add employer pension contributions ytd as a fillable field alongside employee pension contributions ytd. It is baffling as to why this is not already available as it is a key piece of information when transferring from a different payroll software.

    Is this feature on the roadmap Xero?