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  1. User Role - Invoice Only + View Reports

    167 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

    Thanks for the support for this idea from everyone here. We appreciate our customers' needs for more controls in reports access, and being able to safeguard sensitive data while still empowering your team with the information they need.

    The good news is reporting is one of the primary areas that we’re looking to develop, and we’re working on a solution that’ll give you more flexibility within the Invoice only role by providing access to Sales & Purchases reports.

    As we continue to make headway with this, we’ll be back to share more updates with you all.

    ITM Credit Control supported this idea  · 
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    ITM Credit Control commented  · 

    Sale and Purchase ledger entry staff should have access to Payables & Receivable report functions - debtors and creditor ledger access - to perform credit control duties or reconcilations.

    It also does not make sense that persons that capture invoices/bills cannot reconcile to the statements and see the Aged Payables/Receivables.

    Please improve the functionality of the software so that it allows Users to segregate duties appropriately.

    Alternatively why not allow customised reports to be shared - that way the user access remains restricted ..