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  1. User Role - Invoice Only + View Reports

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    submitted  ·  58 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jo Hassett commented  · 

    Hi There,
    We still require this as well. There is no other option bar myself to run these reports we require but it's not ideal due to me removing myself from the business.
    If we could get this up & running, it would be a great contribution to my business and bookkeepers. Thanks

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    Jo Hassett commented  · 

    I have the same issue and as a Tax accountant I can see that smaller businesses would be trying to find more efficient ways to outsource their admin and accounting roles and focus on the tasks they build their businesses around.

    I am having trouble trying to delegate work for my admin staff member who only handles accounts receivable & accounts payable in Xero. If they had the ability to run custom report's to reconcile their data entered then this would be one critical task. The other issue is they can't run certain reports to check cost of goods sold off to ensure we are billing out correctly.

    These types of reports are critical for my admin however they are not required to have any access at all to the more confidential area within Xero and if I make their user access the next level, this is what they will have access to when not required.

    If we can make the report setting function around user access more user friendly and defined then this would be the ideal outcome.

    Jo Hassett supported this idea  ·