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  1. 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

    Thanks for the support for this idea from everyone here. We appreciate our customers' needs for more controls in reports access, and being able to safeguard sensitive data while still empowering your team with the information they need.

    The good news is reporting is one of the primary areas that we’re looking to develop, and we’re working on a solution that’ll give you more flexibility within the Invoice only role by providing access to Sales & Purchases reports.

    As we continue to make headway with this, we’ll be back to share more updates with you all.

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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  ·