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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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    Nicola Dunn commented  · 

    Can there be a function to add reporting to the permissions of an Invoice only access in Xero. The jump to standard adds too much access but invoicing only is too minimal. We should be able to tick a box to allow extra access and untick if its not needed rather than no choice at all. I dont need someone with invoicing ability to be able to reconcile and access to bank accounts however running reports would be a great addition

    Nicola Dunn supported this idea  ·