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  1. User Role - Invoice Only + View Reports

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    80 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, our reporting team is actively testing how reports are grouped and accessed, and we'd like your feedback to help us design a better report grouping structure that supports role-based access in reporting.

    How you can help: 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 use this link to get started.

    We greatly appreciate your ongoing support & valuable input for the reporting team!

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

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    Sandy Lee commented  · 

    Absolutely agree with the comments here. I am head of finance for our global company, yet I have to regularly go in and run an aged receivables report for our accounts receivable person, simply because we don't want to give access to sensitive bank transactions data. Surely an AR role should have access to invoices and AR reports; likewise, an AP role should have access to bills and AP reports)?

    Sandy Lee supported this idea  ·