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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Rebecca Morris commented
Credit control - Allow a user to have access to only sales invoicing and reports i.e. no access to the bank nor be able to edit settings. It seems odd that someone who can raise/send sales invoices cannot run an aged debtor report without having to be a standard user and have access to pretty much everything.
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Nadia Bhamjee commented
This is definitely a feature that will be useful to our clients
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Mike Briggs commented
Since this thread is over 7 years old and nobody from Xero has even bothered to reply, it seems to be a case of xero fux given!
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Brent Doven commented
I need sales & purchasing persons to be able to add and edit products.
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Karen Mete commented
I need my new production manager to be able to write invoices and add products to make an invoice.
Basic really. Adding products to make an invoice for new items I sell clients.
Access to my bank accounts should not have to be available to him just to write an invoice. When will this be changed. -
Deidre van der Voorden commented
I would like to give the person that is in control of invoicing the various items out also the control to update the pricing on a quarterly basis, but still need to be able to do the final approval instead of giving them full access to enable them to do their job.
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Leah Puglisi commented
It is really frustrating when you are the one that deals with the suppliers invoices/orders but are unable to view the inventory lists. I hate the thought of having to take time away from my co-workers to be able to see it from them. This needs to be fixed!!
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Karen Rehayem commented
It is imperative that our sales staff have access to the stock list. They do NOT need to see the companies financials or bank accounts. It is also slowing down my own job down because I am the only one that can access the stock list, because I have full access and everytime they need to price something or look at part numbers I have to stop and find it for them, this is not efficient. There needs to be more scope for choosing access for purchase/sales staff.
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Michel Faile commented
Our sales staff need to be able to see stock list, edit and do month end stock take with all editing capabilities without having access to our banking information. Would be most useful if there was a toggle switch under 'Invoice Only' users that allows them full access to stock processing capabilities. This should be done as a matter of urgency.
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Marrianne Hunt commented
Sales staff cannot view cost and sales price at a glance when quoting to enable the sales team price products (if not a set price) It doesn't make sense in practice but does to a software builder i suppose??
To enable employees to see products and services they also can view bank balances which can then be openly discussed with the entire workforce which is far form ideal
products and services could be added to invoice/ bills only view to prevent the bank accounting viewed sales team don't need to bank balances in all cases.
and/or add the option under business to remove bank access under standard user as some sales will need to view reports -
Rapid Perf Accounts commented
This feature is essential for our sales team
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Tom Orchard commented
We need this as soon as possible.
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Mark Thomas commented
We NEED this TOO...
our staff need the ability to enter stock, create purchase orders as well as generate invoices without the ability to see bank account information -
James Jenkins commented
We NEED this... our staff need the ability to enter stock, create purchase orders as well as generate invoices without the ability to see bank account information
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Andrew Johnson commented
This is a really important feature for my business to limit user access to balances etc when adjusting products and services.
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Samantha Buck commented
this would be great for my business, as i would like a member in staff to access all inventory & items without seeing the balances etc.
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Louise Gow commented
I need this done ASAP
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Damon Moore commented
We operate with our customers supplying us with their PO's..
We complete the work, then once completed, I forward that PO on to my admin staff who then generate the invoice & send..
But their PO's can change - as all things do,
and for my staff to have to have access to account balances etc, just to be able to add or edit a product & service item is almost unacceptable.
WHY????