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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 😊)

    Donna Ryan supported this idea  · 

  2. User Role - Invoice Only + View Reports

    169 votes

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    80 comments  ·  For small businesses » Settings & user roles  ·  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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    Donna Ryan commented  · 

    We really need more ability to customize each users access. No business owner wants all their staff to be able to see their banking details. However we need them to access some reports so they can do their job.

    Donna Ryan supported this idea  · 

  3. Purchase Order - Applying a single PO to multiple bills

    125 votes

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    submitted  ·  26 comments  ·  For small businesses » Business features  ·  Admin →
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    Donna Ryan commented  · 

    Our business has multiple jobs we need to order products in using purchase orders. We need to be able to send just 1 purchase order to each supplier at end of each day, not 10 separate ones from each little job.