Settings and activity
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169 votes
Hi community, our reporting team is actively testing how reports are grouped and accessed, and we'd like your feedback to help us design a better report grouping structure that supports role-based access in reporting.
How you can help: 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 use this link to get started.
We greatly appreciate your ongoing support & valuable input for the reporting team!
(If you’ve already taken this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
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Gina Crowcroft
commented
Xero's current user roles are way too extreme with the invoice role being too restrictive to be of any real use and the next step up to standard giving way too much access for most users.
It is crucial for a sales ledger clerk to be able to both raise invoices and chase the payment of them. They need access to the various sales ledger reports in order to do this but not the rest of the reports. It is crazy that it is all or nothing.
Additionally, it would be useful if users could be assigned access to specific bank accounts rather than all or nothing.
This could all be done if user roles were assigned on a menu select basis.
Xero is way behind much of the competition with their micky mouse approach to user roles which are only really fit for small owner managed companies.
Gina Crowcroft
supported this idea
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It is a total waste of our time commenting or requesting sensible improvements to Xero as they fall on deaf ears. There are many other better accounting software providers who produce accounting software based on what their users need and want rather than just tweaking modules which work fine (sales invoicing etc) just for aesthetic purposes rather than functional purposes. The user profiles in Xero are appallingly limited and not fit for purpose.