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  1. User Role - Invoice Only + View Reports

    169 votes

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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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    Christa Smit commented  · 

    We usually have the problem that our clients want to give their employees access to a invoicing only/bills only option. They like that they are not able to view the bank then. The payments can be captured below the bills and invoices, so that is not a problem. But a debtor department needs to be able to print the aged receivables to enable them to follow up on outstanding balances. I know they can view balances at the Send Statements function, but the aged receivables report is more efficient. So if you can make that if you have debtor/invoice rights to be able to view debtor related reports and if you have creditor/bills rights to be able to view creditor related reports, that will be awesome. I vote for this one.

    Christa Smit supported this idea  ·