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  1. User Role - Allow users access to specific reports

    303 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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    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

    4 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 Role - Access to Products & Services (Inventory) and Purchases/Sales only

    486 votes

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    270 comments  ·  For small businesses » Settings & user roles  ·  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 🙂 🙏

    Ellis Luijten supported this idea  · 

  4. User Permissions - Access to reconcile without viewing balances

    319 votes

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    94 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.

    We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.

    As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.

    Ellis Luijten supported this idea  ·