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  1. User Role - Allow users access to specific reports

    300 votes

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    145 comments  ·  For small businesses » Settings & user roles  ·  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 😊)

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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

    45 votes

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    submitted  ·  18 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?