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  1. Reporting - Automatic generation and emailing of reports

    716 votes

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    254 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.


    While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.

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    Thomas Maskell commented  · 

    Every month I have to generate a bunch of reports and email them to people. This would be a great alternative

    Thomas Maskell supported this idea  · 

  2. User role permissions - Control and restrict access to chart of accounts

    22 votes

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

    Hi team, rounding back to this idea here it appears there are a few different use cases being raised around permissions.

    From the sounds some would like to restrict access to for users to specific contact records, and we have an idea for this here that I'd recommend joining.

    For those that would like to restrict access to specific reports we have another idea around this we'd recommend joining.

    I'll adapt the title of this idea for those that'd like to restrict access to specific chart of accounts.

    We appreciate interest in each and you're welcome to join each idea you'd like to see development for, and we'll share any updates on each idea respectively.

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    Thomas Maskell commented  · 

    Can we have it so a user can only view one account? The permissions currently are not granular enough

    Thomas Maskell supported this idea  ·