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  1. User Role - Invoice Only + View Reports

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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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    Sarah Hardy MAAT 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 MAAT supported this idea  ·