User Roles: Invoice only - Inventory access for invoice only setting
There should be the ability to select inventory access for users that have invoice only access.
For example, my office manager handles all the invoicing as well as all of the stock and inventory management. Currently he cannot access inventory to add new items or change pricing without the ability of seeing all of the bank accounts. Second tier management should be able to access invoicing and stock control without seeing critical financials. I suggest that a tab be added to the settings for users to allow inventory to be accessed at the invoice only level user.
Alternatively, make bank record access, bank reconciliation and bank accounts a selectable feature in all levels of settings so they can be excluded whilst giving permission to specific other features for users. I would love to see this happen because I have an office manager who runs my business for me but as a managing director, I have to enter all the stock items myself to ensure that he does not have access to the bank account information.
This is not an incredibly valuable use of my time.
Xero, please look into this.
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Chris Curlett commented
Come on Xero - this is basic and goes back to 2022 but nothing has happened. How many users are needed to say their is a problem before something happens.
Permissions are at the hart of a system and the current levels leave the system open to Fraud!
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Sadie Mitchell commented
Totally agree - there needs to be a lot more flexibility on adding users and their permissions. We have to implement procedures for security and audit purposes but Xero does not enable this. Xero has grown in usage and needs to back this up with flexibility.
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Chris Henderson commented
I have had a look around at the list of add ons available for inventory where we can integrate to Xero and either they are too big for our use, charge two or three times what we are paying for xero monthly, or are designed for specific industries that dont work for us. I could spend some money and have a programmer develop our own inventory module and integrate but that seems quite an expense and with it being specific would have maintenance costs I don't want. MYOB has inventory and maybe we should just go and use that. MYOB has shortcomings, but so does Xero. Different application but same story in a different shade. At least we could maintain our products on our shelves.
sincerely, frustrated with Xero
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Tamzin Smith commented
Has anyone found a software that has this feature? Please advise what other options are out there as my client is so frustrated with Xero and I would love to know what else to suggest to him as he needs to move asap, this function is a deal breaker.
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Adrian Lucivero commented
This is a serious issue within our business. As our business grows this issue will become more & more prevalent.
If Xero doesn't address this issue, we will have to seek an alternative ERP package.
Sort it out XERO!
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Alexandra Hellawell commented
Please please Xero have this done! It is so important for people who deal with Sales and Bills to have the ability to change the product and services details.
PLEASE!!!!!
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Brendan Watt commented
xero arent going to listen until new subscriptions slow down.. post these issues on their ads that pop on facebook or instagram so new users see the massive downfalls...
#User Role - Restrict access to specific Settings -
Simon Wareham commented
I wholeheartedly support this idea. I need to be able to enable the person in our team who raises all of our invoices to be able to maintain products also in order to make periodic updates to prices. We have an annual change to some of our prices, dictated by an external party, it can't be done until I have the time to go in and do it, this is very frustrating, when the person with sales access could just as easily do it if I could grant her the right access. Please can this change be implemented as soon as possible.
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Magali Mueller commented
This is so important. Updating products is time consuming, we ask our junior staff to get this sorted, hence why they don't need financial access.
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Lorraine Adams commented
........ho hum. I've lost track of how many times I've voted on a 'new stream' for this kind of feature that all other leading accounting softwares have.
This has been on the menu for more than 10 years now, from before I started using Xero. It's an unbelievable & fundamental hole right in the middle of this platform that compromises GDPR and prevents business departments functioning separately/efficiently. I don't think Xero can do anything about it as the current set up is totally embedded in the very original platform, and to even introduce separate 'mini' reporting access modules or areas as add on isn't on the table. And besides, they'd get no extra income for all that effort. Rather produce something new & 'buzzy', to justify year on year price increases.
Said with intended sarcasm - why shouldn't every staff member have access to every bank payment that the business makes? Including payments of all kinds to directors, wage payments to the guy sitting opposite, their manager, HMRC, .....I wonder if staff at Xero have the same access to the whole companies C of A, reports and banking information...suppliers and client information.......loans, taxes, debts, liabilities, assets.....I doubt it.
It's an unbelievable situation & a sad reflection of many big businesses run today. Allowing us to vent our frustration here is as good as it gets.
Xero have commented on very rare occasion in the past, but only to say 'not happening now or in the forseeable future'. I'd love to be corrected on that.There are several different voting opportunities covering this issue - and a revamp & resetting of the system a few years ago cleared a lot of vote history out, on this & other issues. I feel sure the number of people needing this or blissfully unaware of what their staff can see, is far higher than this counter would indicate.
Don't hold your breath.
At least it's beautiful.
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Yvonne Churchman commented
Hello Team @ Xero
A reminder for you that we are your future business, please listen to your customers and act as promptly as possible. We are needing to add to our team and are finding Xero increasingly time consuming for management to use when our sales team do not have access to Inventory without having access to the financials of the business. It is unprofessional for our sales team to have access to this information. Surely this is a simply fix in permissions settings which so many of your customers are calling out for.
I am sure that Xero can be taken to a whole new level when the permissions are fine tuned to your customers needs.
Please act as soon as possible, New Year, New Xero.
Thankyou
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Candice Tootell commented
I have the same problem as all the others: I only have myself and a sales man in our team. I want the sales man to have access to view the inventory on hand and on order, however not be able to edit any inventory or order etc. I have looked through all the various user options and none provide that or even a decent workaround. I get that xero is not a stock system and that inventory is there purely for accounting reasons, but it's a simple fix Xero! Please do!
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Fiona Rainer commented
We are new to Xero and have only just been made aware that to have access to the inventory you must also be granted access to financials. We cannot understand the rationale behind this and it is an absolute deal breaker for us.
Our sales, and sales admin, staff must have access to the inventory to allow them to perform their roles effectively but to give them access to the financials would result in a breach of highly sensitive information such as wages.
Please can you amend the user settings process so that each feature is available as an individual permission. Surely this would not be a difficult change to make? Every business is different so the process should reflect this and give customers the flexibility to manage access accordingly as the current set up is just not viable.
It is also disappointing to see that we are not the only ones to have raised this vital issue over the past year or so and yet no changes have been made. Even an explanation as to why this may be would be appreciated.
As it stands, if no changes are planned for the very near future, we will have to revert to our previous accounts package which would be a real shame as this issue is the only problem we have with Xero.
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Dave Hickey commented
My client is looking at changing software at this point as they cannot comprehend how such a 'glitch' can happen. Clearly an issue with software developers not understanding needs and focusing on more '****' add ons!
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Rupert Stuart-Baker commented
Happy New Year Xero team! Please can we make this year the year you are able to separate user permissions which will prevent accounts admin from seeing full bank details and critical financial information ?
Thank you, in anticipation!
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Gary Lowe commented
I've contacted XERO in the past about this feature but as of yet nothing, which I find bizarre as for me this is an essential requirement of any accounts package.
I am also looking at alternative providers now as I don't feel that we're being heard.
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Jonothon East commented
This is a must for me!!
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Samuel Dawson commented
I second Jonathan's sentiments.
Having to manage products myself, when I pay somebody to do that job is not only a waste of my time, but it also impacts my manager's sense of ownership in her role. -
Samuel Attias commented
Please we need this for our organisation
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Nikki McPherson commented
Xero please explain why such a simple request that staff do not see the business' financials, but can still access products & services not yet be implemented????
We are your customers & paying your wages & yet even after so many of your loyal customers have written in asking for this to be changed you are yet to do anything!
Why??
PLEASE LISTEN TO YOUR CUSTOMERS!We are all so very busy & yet we have taken the time to submit our frustration in having something so very simple actioned!
This small request in providing our employees access to products & services within the Xero system to update inventory cannot be action within the employees seeing their employer's financials! This creates additional workload on employers who are paying the staff to complete such a basic task!WAKE UP XERO MANAGEMENT OR YOUR CUSTOMERS WILL GO ELSEWHERE!!!