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196 votes
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…
Elizna Bouwer
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59 votesElizna Bouwer
supported this idea
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22 votes
An error occurred while saving the comment Elizna Bouwer
commented
@Andrew - I think even more people need to vote on this before they will even look at this. Hopefully, at some point, they will find a better solution.
Elizna Bouwer
supported this idea
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4 votes
Hi Elizna, you can run the Receivable or Payable invoice detail reports for multiple contacts at a time. Is there something specific about the Contact Transactions Summary that's missing from these reports that you'd want included ?
Elizna Bouwer
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An error occurred while saving the comment Elizna Bouwer
commented
Hi
I know about that Payable invoice detail report and it works nice. There are many filters and options to choose from. The only issue is that you cannot see the actual amounts paid. When the auditors ask for a ledger, they try to match a payment back to the bank.
The contact transaction detail, which we have to pull one by one, reflects the allocated payments which they need to add up, but then you need to pull the report one by one.
The Payable invoice detail - I can filter for certain suppliers, but it just reflects as Paid and a date.
It would be nice to have something in a ledger style with debits and credits reflecting the amounts paid. Not sure if it is possible after we allocated a payment to different invoices, to just reflect the one amount paid in the ledger, though?
In the meantime we will be working on the Invoice detail report.
Thanks!
Elizna Bouwer
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30 votes
Hey everyone, just a quick update on this one, as it was shifted to delivered in error.
Whilst we have refreshed the VAT dashboard widget with a new look, it does not display your current VAT liability - apologies for the confusion.
We’ll be opening this idea back up to votes and feedback from the community.
As the team have confirmed this is one they’re exploring, we’ll pop it in ‘working on it’ for now.
Elizna Bouwer
supported this idea
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We have a client where they have a user with an "Invoice Only" role. This person is responsible to import the billing invoices from Hubdoc to Xero and approve the invoices. This user does not handle the payments of the billings.
However, after processing the billing invoices, the client wants this user to give them an Age analysis, which she cannot do with the "Invoice Only" option.
It would be great if the "invoice only" role had to option to add certain reports that the user may access to give through to management.