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  1. User Role - Invoice Only + View Reports

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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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    Joan Kelly commented  · 

    Can't believe this is still going on!!! We need a user to be able to raise invoices and then chase the overdue invoices by running the aged receivables report, enter their comments on same, instead, we have to get someone else with higher permission pull the report off and email report over and back, updating the comments, an absolute waste of time. Can't be that difficult to give access to a user with Invoice only - Sales access, the option to have editable access to Aged Receivable reports

    XERO CAN YOU EXPLAIN PLEASE WHY THIS IS NOT ACTIONED, IT HAS BEEN REQUESTED MULTIPLE TIMES.