The data you can connect to Microsoft Excel mirrors that of your Xero accounts user access rights. Whilst Finess Data does not offer all information available from the Xero API, the data that we do will be limited per access rights as defined in the table below. If you wish to increase the data that you can access such as Employee and Payslip data, you will need to adjust your user access rights in the Xero platform.
| Xero user roles & access rights | Adviser | Standard | IO + draft | IO + approve & pay | IO + sales | IO + purchases | Read only |
| Bank accounts, transactions and statements | ✔ | ✔ | - | - | - | - | ✔ |
| Contacts | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Classic expense claims | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Files | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Fixed Assets | ✔ | ✔ | - | - | - | - | ✔ |
| Inventory | ✔ | ✔ | - | ✔ | ✔ | ✔ | - |
| Multicurrency | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | - |
| Payroll (Payroll admin users) | ✔ | ✔ | - | - | - | - | - |
| Purchases | ✔ | ✔ | ✔ | ✔ | - | ✔ | ✔ |
| Reports, budgets and manual journals | ✔ | - | - | - | - | - | ✔ |
| Sales | ✔ | ✔ | ✔ | ✔ | ✔ | - | ✔ |
| Settings | ✔ | ✔ | - | - | - | - | - |
Need further assistance? Please refer to the Xero support thread here :)