User Role - Access to Products & Services (Inventory) and Purchases/Sales only
Ability to allow individual access to inventory(products & services) and sales in Xero.
Purpose: Enable ability to view different sets of information within an org.
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Clare Heaviside commented
Without this feature this product is no longer fit for purpose for my business
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Yegor Sak commented
+1 how is this not a feature? This suggestion is 9 years old now.
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Diane Mooney commented
I am shocked this isn't allowed, took me by surprise when went to do it. Assumed it would automatically allow it.
WHY XERO?!
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Con Strydom commented
This is critical for our business, can we please have an update on when this will be implemented?
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Katie Emerson commented
Can we have an update on this please?
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Yvonne Tay commented
This is a very important function for our organisation.
I have 3 staff appending invoices, and they need to check the inventory and also check inventory report function.
This is to ease their responsibility in creating invoices and checking items.Please add this function asap.
Please let us know when will this be available?
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Tony Hathaway commented
Why is this not implemented yet ? With workflowmax being removed I wanted to transfer quotes to Xero. Our estimator needs to be able to amend products and services but as an employees doesn't need access to any of the accounting. If this isn't done soon we're off to Sage
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Ioanna Vakoula commented
This is a critical function and should be segrarated from other roles. Can you please provide this as an option to have accesss only to sales and purchases and also to products and services? It is urgent. We need the team member who orders products to be able to update purchase and sell price information, but she does not need access to the bank account or accounting functions.
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Jody Burton commented
This is critical for many users that only have Sales/Purchases access. Please provide this option urgently
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Troy Tobing commented
To compliance with internal control, the segregation function is critical.
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Jon Layton commented
We've set up to use Xero to keep a close track on our stock levels. All set up to run and then discovered that the staff managing the stock can't have access to Products and Services without also having access to all the financials. It doesn't work with them having access to financials as they don't know how to read them and in the past have shown they don't understand them (mis-read them). Problem is is that they can't fulfil their job role without access to Products and Services. Please can something urgently be done to add a feature where access to Products and Services is available without access to all the bank details and financials?
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Jon Layton commented
We've set up to use Xero to keep a close track on our stock levels. All set up to run and then discovered that the staff managing the stock can't have access to Products and Services without also having access to all the financials. It doesn't work with them having access to financials as they don't know how to read them and in the past have shown they don't understand them (mis-read them). Problem is is that they can't fulfil their job role without access to Products and Services. Please can something urgently be done to add a feature where access to Products and Services is available without access to all the bank details and financials?
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Kristy Mackie commented
This should be a standard user access in Xero. We have a storeman that maintains products and services and can see bank info through the accounting tab even though I have hidden everything from the dashboard.
This needs to be fixed asap!! -
Jenny Woodward commented
From the comments below, you need to get this sorted ASAP.
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Jacki Hocking commented
We need the team member who orders products to be able to update purchase and sell price information, but she does not need access to the bank account or accounting functions. Hence we only want her to have Invoice Only (Purchases) access with access to the Products and Services module.
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Alex Coles commented
It's crazy that viewing products and services and their associated transactions on a read-only basis is excluded from read-only users.
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Laura Dolce commented
I need these feature and the user should not be seeing bank account balances in order to do so. You can Add as an Invoice only user but you can't edit. Doesn't make sense.
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Karen Wilshire commented
Please this seems like an urgent matter that needs to be addressed.
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Giles Simpson commented
Xero clearly don't give a **** about their customers - not even the courtesy to reply or explain why this can't (won't) be done. It's appalling. If there was a reason then people would understand but to create a topic for discussion then do absolutely nothing about it and not engage at all is just insulting towards their paying customers. The topic box here is just to allow people to vent internally and not take the problem out to wider social media and google etc.
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James Steel commented
This should be a simple addition to allow differing businesses who have one individual who completes stock takes to be able to adjust stock without access to the bank account.