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  1. User Role - Invoice Only + View Reports

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    94 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we’ve begun rolling out our new Reporting permissions, marking a major shift toward more flexible, configurable roles in Xero.

    You’ll soon be able to grant Invoice only Sales or Purchase users access to specific operational reports without exposing access to all of the organisation's reports.

    We’re currently in a phased release and expect these changes to be available to all users over the coming weeks.

    I’ll swing back again to confirm once these changes are live to all users.

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    Sarah Hardy FMAAT commented  · 

    This is great news, looking forward to seeing the full range of permission options as this is rolled out :)

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    Sarah Hardy FMAAT commented  · 

    It would be ideal for an Invoice only user to have access to reports relating to their restriction - for example a Purchases user (purchase orders and bills) needs access to the purchase orders detail report and is critical for some of our clients users to have some (relevant to their role), but not all, reporting functionality.

    Xero please implement this for them asap

    Sarah Hardy FMAAT supported this idea  ·