Enter your idea

We kindly request the inclusion of an option that grants Invoice Only users the ability to create and edit products, while withholding access to sensitive functionalities such as bank account information and staff wage management. This feature is of significant importance to our operations, and we believe its implementation within the software should be feasible without undue complexity.

This an important update, I have a client who wishes his staff who have invoice only access to inventory in more detail and not have access to financial information.

I don't understand why this isn't an option, have added an operations role to our org, they don't need access to everything else, but operationally they need to be able to create/edit inventory items but can't.

Yes, i agree - we have just switched from MYOB and my team could add products and services in MYOB - we ought to be able to do this as well. I am finding that Xero's user access limited and cannot be tailored to what my business needs which means more work for me as a business owner cause I cannot delegate tasks to my staff as before.

We have been using Xero for 8 years and I cannot get it how I am not able to lock bank statements and sensitive information without avoiding our colleagues working with sales/purchases to see inventory / products and services.

It looks like that Xero team just cannot see the frustration which has been caused. It is not a problem when you have one person doing everything. Any problems will start when your team is getting bigger.

I am not a software engineer, but is there a real problem to do something like that ?

So many things have been changed, the layout of reports etc. We could survive with old reports which worked quite well as we have been able to edit layouts.

BUT Inventory put on the same level with bank accounts, Vat returns..

There seems to be several threads currently running with the same basic theme - to give access to change and manage the inventory without also having access to the bank account details. All the threads have different vote numbers, but added together they are a sizable number of paying customers. Sorry Xero, but it is too late to change for me. Its off to Quick Books we go.

I agree with the OP.
My client has one employee employed to deal with stock and stock control, which he cannot do without giving him access to the sensitive financial information, which cannot happen

Someone on the shop front does not need to see financials.
They should be allowed to add / update products
create quotes and create/convert to invoice

This is an important update as it makes total sense to have different levels of access which mirror the person's role in the business. I would prefer to have a a two tier system with one user who can process invoices and receipts like an accounts user but not have oversight to more sensitive information across the entire business. Not that I don't trust people, its just information for the Managing Director not a team member to view!

A deal breaker, I am afraid. This is a very simple fix Xero. Wanted and needed by many people.

It's mind-blowing that this issue still hasn't been addressed!

I have been asking Xero to create an option for employees to be able to access inventory only and make adjustments for the past 5 years! It seems outrageous that anyone working in your business can view all financials. Xero, please can you make this critical much needed change.

I require my stock team to be able to order and review stock but I dont want them having access to view bank accounts or financials.

This update is critical for our business.

Will most likely move to MYOB as our
office support staff need access to view inventory information through the “Products & Services” tab in order to complete their job.

They most certainly don’t need access to the business bank account details, which essentially allows them to see all manner of information including wages payments made to other staff as well as bank account balances.

I imagine there would be a lot of businesses that are in the same situation and need this update.

Particularly useful for Sales Invoicing Clerks who also need to manage the Inventory Items as a convenience to typing, rather than for Inventory Management.

I agree with all the other businesses in the same position. Only the people in the financials of the business should be allowed in to access financials...
I have been asking for this function to be upgraded for 6 years. Please Xero can you urgently make this change!

This is a task I need my sales team to be able to do. Really frustrating.

The grouping of user settings/options on Xero seems illogical, Admin staff need access to sales invoicing and stock modules in full, so you would imagine IO+approve and pay would suffice, however it doesn't allow stock/products access properly. To do this, the user needs to be a standard user, and can then see all bank transactions and balances, which just seems bonkers? Why are stock functionality and bank access linked?

Hi Pete and James. Apologies if I was misleading. Yes, it seems we will have to use another application but we have just started looking for solutions. I can't offer thoughts yet. If more of us are looking then hopefully one of us will find a solution and share. We moved from MYOB which, for this, at least, had a good solution.
Regards Chris

@Chris Henderson I would also be very interested to know what other software you use. We have investigated other software, including writing our own with the API, but found that the API had the same limitations as normal Xero.