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  1. Sales & Purchase roles - Permission to view inventory reports

    1 vote

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    0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing, Salim. We appreciate how further access to specific report types could be useful for the Sales and Purchase roles.

    As we continue our permissions journey this is something that we're developing into the reporting permissions at present.

    I'l round back to confirm once it's out, with more detail of the change.

    Salim Kermally shared this idea  · 

  2. Reporting - Add a 'Today' filter option to reports

    4 votes

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    2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminHaroon Subhani (Admin, Xero) responded

    Thank you for your valuable contribution and for providing a clear, detailed explanation of your need for a "Today" filter in sales reporting. We appreciate you highlighting how this feature would significantly improve the automation of daily sales data transfers to your custom system.

    We have completed our initial review of your idea, and it is now open for community feedback and voting. We understand that enabling more efficient, real-time data access is crucial for many businesses.

    To help your suggestion gain traction, we encourage you to share it with colleagues and other professionals who would also benefit from this change. Their votes and comments will provide essential insight into how this improvement could enhance the Xero experience for everyone.

    Salim Kermally supported this idea  · 

  3. User Role - Allow users access to specific reports

    349 votes

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    162 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.

    Get involved! 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 go through the link here.

    Thanks again for your support and contributions to developing a solution that works best for majority of our customers!

    (Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)

    Salim Kermally supported this idea  · 

  4. Inventory report - with comparative figures.

    19 votes

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    submitted  ·  11 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Salim Kermally supported this idea  ·