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as per other comment at https://central.xero.com/s/question/0D53m00006MiOnvCAF/user-permission-to-products-and-services

This is part of invoicing.

Our SMB (and we can't be alone in this) needs to be able to regularly use the products and services area of Xero,

However all users having access to that ALSO having access to the complete company financial data means that our senior staff are having to perform basic administration tasks such as creating new products for quotations because we cannot/do not want the whole administration team to be allowed to see the full company finances for obvious reasons

Users should be able to see bills relating to PO's they have raised or they are assigned to by admin only.
General users should not be able to see all other bills in the company, this showcases also the other employees in the company who are paid via invoice rather than payroll, essentially telling staff how much other employees earn. It takes 2 clicks for staff who raise PO's to see other staffs invoices.

This needs resolving urgently and should seriously be high on Xero's list of priorities for resolution. It's not a "nice to have" it really is critical.

If this isn't resolved in the next few months we will have to move from Xero to Sage. It is imperative that we are able to draw a line between users who can raise purchase orders and users who can see ALL the bills in the business.

It is insane, it's telling our employees exactly what our overheads are.

Unfortunately, this is the same "canned" answer that has been given for years. I am unsure that the responders understand fully why this is such an enormous issue. Would you want just anyone at your place of employment to have access to your bank account?
Also, if you search "user rolls", there are a total of 254 separate/individual headings with similar concerns besides this particular listing.

Stacy has explained her issue well HOWEVER the entire permissions structure is a mess and needs a rethink.

XERO, with 400+ people thinking the same way, you need to look at this and stop procrastinating.

It is a core operational issue that needs fixing.

We took on a new client in March 2024 and moved them over to Xero, we had not realised that a user can only manage all areas of inventory with access to the bank. Our client needs the users to be able to fully manage inventory, they use product codes in their POs and quotes on a day-to-day basis and may need to change or add a product to enable them to do their PO or quote but they don't want them to see the bank. Quickbooks managed this OK. Our clients has advised: The only thing outstanding that is still important to us is finding a solution on Xero to enable our Admin team to access the products/services module without seeing all the financial data that should only be seen by the Managing Director. If there is anything that can be done as this still remains a priority issue for us.

I find it hard to believe that Xero with such a big number of users, that they have not caught up with these simple operational modules or access issues.

Kelly I have same issue and trying to do a work around it. I cannot do simple PO approval limits per user. Currently I have users placing orders which is causing major issues with budgeting process.
I am hoping Xero update all these simple operational modules or setups

Whilst XERO has been a big improvement on our previous accounting software, this is a major flaw, as it is generally more junior members of staff who maintain inventory and produce PO for frequently purchased items. They do not need to see bank balances. The system needs to be more flexible so that users can tailor what staff do and do not have access to.

I just cannot accept this is how this works, fundamental flaw in my view, you can do this in sage, set user role permissions, xero is very restrictive, needs addressed quickly

Like other users this is time critical for our business - as new subscribers to Xero, we would like to see this change take place asap. I am shocked that this functionality cannot be amended as the two functions are under two different headings ? Urgent action required as a business this could be a decider as to whether we stay with Xero or return to Sage.

I agree that this is very necessary. You need certain employees to have access to inventory, but not the bank account being able to see what gets paid and what funds come in. It also gives them access to see what other employees get paid. This is totally not acceptable!!

Thank you for listening to our feedback/comments and suggestions.

This is essential for us

Changes the way we could be working every day.

Make this happen ASAP.

Xero is a joke, moving on soon.

I can't believe the system was set up without the ability to fine tune user roles. As an accountant I recommended Xero to a client, but then the person running AR & AP can't access reports or produce remittance advices without being able to see all bank balances and the whole company financials. Bizarre!! Also this client would like the accounts person to be able to access the Barclaycard and Paypal bank feed, but not the current account and financials. Any chance of this soon?? Thanks Xero!

This is critical for us. Hugely embarrassing for the accountants who recommended Xero to us. The worst part is the lack of communication from Xero - in the face of such extensive and sustained customer request for this function. If it was difficult to do then perhaps it would be more understandable. It is unfathomable why this has not been done before now. I really wish Xero would explain, or better still just make the changes.

when will this happen Xero? We should be able to assign each feature per individual at the same time being able protect vital financial information.

Fantastic idea, please make this happen, this is critical to the day to day. Seems the very basic things have been missed.