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  1. Permissions - Give Invoice Only users access to Send/Print for approved invoices

    17 votes

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    2 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    We appreciate you taking the time to share and support this idea. We can see that this idea is already gaining traction amongst the community. Giving Invoice Only users the ability to send or print approved invoices has the potential to simplify your workflow and make day-to-day tasks more efficient.

    Enabling this functionality would allow the same users who create and approve invoices to also send or print them, reducing handovers and helping your business operate more smoothly. It’s a great example of how a small change can lead to better team autonomy.

    Currently, this action is available to users with Standard, Advisor, or Invoice Only – Approve & Pay roles. Expanding this to other Invoice Only roles, such as Draft, Sales, or Purchases could make Xero even more flexible for teams with clearly defined responsibilities.

    We’ve moved this idea into the Gaining Support stage. It’s now open for voting…

    RICKY BAESA supported this idea  · 
    RICKY BAESA shared this idea  · 

  2. User Role - Allow users access to specific reports

    300 votes

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    145 comments  ·  For small businesses » Settings & user roles  ·  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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    RICKY BAESA commented  · 

    Invoice Only Users should not see the the financial report nor the the full data of AR and AP Aging, however, they should be able to see ONLY those invoices and bills they have created. With this, the Invoice Only User will NOT see other users inputs which may be confidential but can see ONLY their own drafts and its status.