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331 votes
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 😊)
Admin Xero Nexia
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3 votesAdmin Xero Nexia
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Within Xero, the current “Invoice Only” user access level could be enhanced to allow access to reports that are directly relevant to their role. This would include areas such as accounts receivable, accounts payable, and customer and supplier reports, while still restricting access to broader financial reports like the Profit & Loss and Balance Sheet.
Although users with this profile can enter, approve, and pay invoices, they are currently unable to generate key supporting reports such as receivables ageing to follow up overdue debtors or payables reports to monitor outstanding obligations. Introducing more tailored reporting access within this user level would improve functionality while maintaining appropriate restrictions over sensitive financial information.