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  1. User Role - Invoice Only + View Reports

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    80 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Jasmin Cumming commented  · 

    Need more permission flexibility for invoice only users.

    Our sales/purchases team needs access to sales reports and aged receivables, but not access to view our bank accounts and profit & loss.

    It is also very important for these guys to be able to see history of customer/supplier - sales/purchases which is also not available in current invoice only provisions.

    Jasmin Cumming supported this idea  ·