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  1. User Role - Allow users access to specific reports

    203 votes

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    103 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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    Ellis Luijten commented  · 

    Hi Stephen, not in the pipeline as you say. Made a comment on this years ago as well. Head in the sand. Time to move with our feet I believe.

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    Ellis Luijten commented  · 

    Thanks Sharon and Maria, you do wonder what program Xero uses for their business then?

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    Ellis Luijten commented  · 

    Good point Stephen, how? And when? Very frustrating as we don’t know if Xero are planning to address this or not.

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    Ellis Luijten commented  · 

    You can do it!

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    Ellis Luijten commented  · 

    Hi Bec, like Terry says they have left the building!! Not even a response to it

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    Ellis Luijten commented  · 

    How many votes do we need to get this addressed? As Terry said, it looks like they have left the building!

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    Ellis Luijten commented  · 

    Very frustrating that there is no reply from Xero on any of this? Is this worked on?
    How high on the to-do list?

    Ellis Luijten supported this idea  · 
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    Ellis Luijten commented  · 

    Would be great to have this available within Xero so we can grant access to certain reports which fit with the role of the staff member.

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    Ellis Luijten commented  · 

    Can I ask how high on the to-do list this is? Is this worked on already or years away?

  2. Inventory Item Summary report - Select all in a filter

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Ellis Luijten supported this idea  · 

  3. User Roles: Invoice only - Inventory access for invoice only setting

    201 votes

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    submitted  ·  75 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Ellis Luijten supported this idea  · 

  4. User Permissions - Access to reconcile without viewing balances

    250 votes

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

    We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here

    With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.

    User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…

    Ellis Luijten supported this idea  ·