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  1. User Role - Invoice Only + View Reports

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    80 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the support for this idea from everyone here. We appreciate our customers' needs for more controls in reports access, and being able to safeguard sensitive data while still empowering your team with the information they need.

    The good news is reporting is one of the primary areas that we’re looking to develop, and we’re working on a solution that’ll give you more flexibility within the Invoice only role by providing access to Sales & Purchases reports.

    As we continue to make headway with this, we’ll be back to share more updates with you all.

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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  ·