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  1. User Role - Invoice Only + View Reports

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    80 comments  ·  Users & setup » User permissions  ·  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 😊)

    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 ..