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673 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
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241 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…
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David Batkin
commented
Come on, Xero. This is a basic request. We want a user role that can access certain reports without having to give access to the bank accounts. It's not an unreasonable request.
David Batkin
supported this idea
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Seriously, Xero, this is not an obscure request. Almost every product, including many of your competitors, does this. You've sat on your hands for 10 years, so I guess you have no intention of doing this anytime soon, as the email of December 2023 suggests. Perhaps, rather than voting here, we need to vote with our feet and take our business elsewhere ?