Settings and activity
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303 votes
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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Stephen Flower
commented
Is the idea of this Forum that we get some feedback from Xero on this?
An error occurred while saving the comment Stephen Flower
commented
Ellis - How?
An error occurred while saving the comment Stephen Flower
commented
We require our staff to access sales reports and outstanding balance reports regularly but do not want them to have access to bank feeds and confidential money in and out.
I find it quite unbelievable that it’s all or nothing in terms of user rights. Very few businesses owners would want employees to have access to all bank feeds, profit and loss etc etc. but equally do not want to be running day to day sales reports and outstanding balance reports. I see this was first reported in 2015. How likely is this problem to be resolved as we have just moved from sage and we’re shocked to find this basic setting could not be implemented.
An error occurred while saving the comment Stephen Flower
commented
We require our staff to access sales reports and outstanding balance reports regularly but do not want them to have access to bank feeds and confidential money in and out.
Stephen Flower
supported this idea
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Will Xero ever make comment on this thread - or give users some idea if this is on the future development programme. If its not an imminent fix then its best to know now. It would also be interesting to hear the reason this cannot be easily implemented. On the phone I was unofficially told it was because Xero was created for the small business owner 'one man band' type business. This is not good enough as this is not how the software is being sold or promoted, yet this appears to be the only valid reason or excuse for such a major issue for all non solo business owners who use Xero. This was first reported in 2015 - 8 years ago!