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  1. AU Tax - Restrict staff access to specific returns

    11 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Robert Petagna commented  · 

    I fully concur. This tax access permission needs to default to no access, and then I can allocate tax access on a job by job basis. This is critical when using offshore staffing solutions

  2. User Role - Invoice Only + View Reports

    167 votes

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    80 comments  ·  For small businesses » Settings & user roles  ·  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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    Robert Petagna commented  · 

    I want to add my call to have users with Invoice Only permissioning to be able to generate a report of invoices issued to a contact. Why such a user cannot do this seems daft. They have the ability to see the invoices, so what's the problem with generating a report of the same info ?! Come on XERO.... please do this one ! It is impacting our admin person's ability to do their job. If I move them up to the next subscription level, then they have access to confidential info such as internal bank accounts, general reporting etc. Therefore PLEASE add this functionality... Please....