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24 votes
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Alex Morgan
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12 votesAlex Morgan
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360 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…An error occurred while saving the comment Alex Morgan
commented
I want users to be able to manage discreet P&Ls within Xero, without seeing other people's P&L. Don't care how this is implemented, but I did make a suggestion in a separate chain that it could be done via tracking. e.g. tracking category for each, say, shop P&L. Each shop manager can only access data that is coded to his shop's tracking code.
Alex Morgan
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48 votes
An error occurred while saving the comment Alex Morgan
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This would allow Xero to be used for more complex businesses that run multiple P&Ls but don't have scale to run a head office accounting function. I'd pay a premium for this functionality. BTW - it wouldn't necessarily need to achieved by the Tracking categories, although this does seem a neat way to do it.
I want the individuals running the businesses to be able to see and play with the reports in Xero.
Alex Morgan
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Allow importing of a custom report layout into new custom reports. eg. I have a preferred customised layout for my P&L. I would like to replicate that layout in a Budget + Actual report and a Variance report. Currently I have to recustomise each report from scratch. This is highly cumbersome and creates risk of error and inconsistency.