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  1. User Role - Invoice Only + View Reports

    202 votes

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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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    Karen de Bres commented  · 

    Xero Admin, are you able to advise if there is an update on this?

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    Karen de Bres commented  · 

    I clicked the link and it says its not active

    Karen de Bres supported this idea  · 

  2. User Role - Allow users access to specific reports

    340 votes

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    155 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.

    Get involved! 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 go through the link here.

    Thanks again for your support and contributions to developing a solution that works best for majority of our customers!

    (Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)

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    Karen de Bres commented  · 

    Hannah - Admin Xero, said there would be an update after the older versions of reports were retired on 31 July 2023, and this thread would be updated. So fair, 2 years later there is no update on this thread. This is such a necessary feature when you would like a staff member to manage something like debtors and access reports to do so, without letting them see bank balances and info which includes things like staff salary payments. Come on Xero, give this request some air!

  3. Contacts - Import with contact Group

    138 votes

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    submitted  ·  51 comments  ·  Contacts & files » Contact  ·  Admin →
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    Karen de Bres supported this idea  ·