Settings and activity
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278 votes
Hi everyone, we appreciate all the valuable feedback we’ve received from everyone on this idea and through research our team has conducted.
We’ve taken this all into serious consideration as we plan improvements for the large scope of roles that we know are critical to our customers being able to effectively run their businesses with Xero.
We totally get the need for more granular roles and control within reports, and understand the need to safeguard sensitive data while still empowering your team and clients with the information they require.
Although not accessible within Xero, there are some role capabilities through Syft Analytics as an additional offering where a Xero organisation can connect to Syft.
We want you to know that reporting is one of the primary areas that we’re looking to develop, and are working on a solution that’ll give you more flexibility and control over what reports your users…
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Alice Tang
commented
Due to the pressure from Dept Heads and Management on Finance team to report on a real time basis, if Xero can have a function where we can send a live link to individual Xero reports to Dept Leaders in the company so that they can generate the report at any point of time, it would make a huge impact.
Eg. Creating a report specific to IT and let the IT Dept head able to access the unique report on Xero platform on an real time basis whenever they need to make a decision. The non-finance user dept doesn't need to have Xero login, they just want to view that specific report thru the link that is only given to their email access. Finance team can remove the access anytime from Xero system.
Alice Tang
supported this idea
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55 votesAlice Tang
supported this idea
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This will not only reduce the reporting deadlines pressure on Finance teams, but letting Finance teams concentrate on making sure the data is up-to-date while removing the unnecessary work/turnaround time of repeated preparation of multiple reports to management on a monthly or adhoc basis.