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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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    Lou Laing commented  · 

    I absolutely agree. We own our business, and we would like to give managers access to Aged Receivables and Aged Payables reports. We would also like to give managers the ability to report on some expenditure gls, ie (Marketing expenditure) without having to have access to the entire P & L. Through seeing the P & L, the balance sheet etc, we have had some uncomfortable conversations with staff. It seems logical that you should be able to break down the reporting access so that you have appropriate discretion where needed between owners and managers.

    Lou Laing supported this idea  ·