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  1. 303 votes

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    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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    Loretta Zagon commented  · 

    Would like users with read only user role to access the short term cash flow report like the users with read only can access Business Snapshot

    Loretta Zagon supported this idea  · 
  2. 59 votes

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    Loretta Zagon commented  · 

    Critical!! Absolute achaic that Xero can't OR won't action this ASAP. These posts below are old. We as clients or Xero pay big $$ and not impressed that Xero can't action what is requested through an employee's TFN.