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 😊)
An error occurred while saving the comment 
Clifford Vaux
supported this idea
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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 😊)
An error occurred while saving the comment Clifford Vaux
commented
I have another client that really needs this function on Xero. Second time I am posting. Thank you
An error occurred while saving the comment Clifford Vaux
commented
My client needs this feature so that sales staff can access the inventory reports to know what stock is on hand at any given time. But this same staff should not be able to see the bank accounts. At the moment the only way to get access to reporting on Xero give access the bank by default.
Clifford Vaux
supported this idea
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A client of mine, a large earth-moving equipment business would like certain employees to have access to some reporting but not be able to view the bank. Currently, Xero is setup to combine the bank with all reporting. This means that some employees who need reports such as Aged payables, can also see the sensitive information in the bank. Not a good thing at all for this client. Would be great to have more combinations of user permissions.