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  1. History and Notes report - Contact details

    7 votes

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    submitted  ·  2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Melody Deng commented  · 

    Please add this report which is useful for AP control. Thx

    Melody Deng supported this idea  · 

  2. Email Settings - Set which users to receive Bank account change notification

    224 votes

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    submitted  ·  121 comments  ·  Users & setup » Navigation  ·  Admin →
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    Melody Deng commented  · 

    Please implement, it's critical to improve internal controls.

    Melody Deng supported this idea  · 

  3. User Role - Allow users access to specific reports

    306 votes

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    146 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 😊)

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    Melody Deng commented  · 

    Hi Team,
    This is really a critical issue for us as well!
    Can Xero have the function to give users to different report?

    Melody Deng supported this idea  ·