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  1. User Role - Allow users access to specific reports

    203 votes

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    103 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, thanks for the interest in this idea.

    As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.

    However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting  team are leading up to retiring older versions of Xero’s reports on 31…

    Chris Hoult supported this idea  · 

  2. Reporting - Automatic generation and emailing of reports

    472 votes

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    161 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.

    We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!

    Chris Hoult supported this idea  · 

  3. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

    214 votes

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    submitted  ·  119 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Chris Hoult commented  · 

    For everyone who is following this functionality request closely and need it as desperately as my business does...I reached out to Xero Support about this particular item. The response I got is that it is not in their current pipeline for development.

    Maybe we need to get more people onto requesting this functionality to show its actual importance.

    Chris Hoult supported this idea  ·