User Role: Invoice Only - Ability to add tick box options for setting up a new invoice only user
We need to give a user the 'Invoice only (sales)' permissions but do not want them to view invoices created by other users or ANY sales figures such as 'total awaiting payment' or 'total overdue'.
It would be incredibly useful to have tick box options for main permissions when setting up a new Invoice Only user. These permissions should include:
- View sales totals
- Approve invoices
- View invoices created by other users
- View Invoices awaiting payment tab
Alex Dalgliesh
shared this idea
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Wee Ming Leong
commented
My suggestion to have a tick box beside each permission role, it is because individual company have their own culture standard and workflow procedure process. The adviser can tick the tick box base on the individual company workflow process.
Thanks -
Alex Hunt
commented
More granular permissions would be very useful - e.g being able to combine ready only and sales invoice only permissions, so someone can see sales invoices, but not amend them, etc, is useful to organisations which distinguish between staff who they want making changes and staff they don't.
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Paul Andrei Lungu
commented
May 2024 and this is still not sorted. Any plans to fix this, Xero team? It would be greatly appreciated, currently any contractor with access to invoicing knows everyone else's income
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Elaine Macleod
commented
I fully agree, we need an option where someone can raise sales invoices but not have access to other customer information
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Lorraine Adams
commented
Xero - Isn't it pretty obvious? Anything would be better than access to pretty much EVERYTHING, as things have stood since Xero was invented.
Sorry to be rude, but you do understand accounting right? & GDPR yeah?
Let me help - Purchase ledger clerk needs access to supplier contacts, bill processing, supplier reports, aged creditor reports, bills reports, purchase day book reports, bill production, quotes, purchase orders, bank supplier payments, refunds, credit notes and .........
Purchase ledger clerk DOESN'T NEED and NOR SHOULD SHOULD HAVE ACCESS to staff pay & personal information, the director's dividends & tax information, the companies balance sheet, staff bonuses, HMRC arrears (or otherwise), investments, how much the company spent on the last client event, or the christmas party, or the computers, Joe's redundancy payment (oh, did I let the cat out of the bag or should I call it something else in Xero so no one knows, HMRC won't mind....)..........do you really need me to go on?......
Perhaps some one else could be kind enough to waste some of their time explaining what the sales ledger clerk needs. or what the treasurer or in house accountant needs - which surprisingly is where the 'access all areas' should sit.
A waterfall access level approach with a tickbox list (just like staff access in MY XERO - (miss that - it was good and clear)....I've seen this before, oh yes, in SAGE. Works a treat. Easy. Clear. Transparent.
I have to give some staff access to EVERYTHING and freeze out others which not only causes causes offence, but also inconvenience to those that have to be disrupted in their own work to provide reports to other staff.
If the current reporting structure/platform can't be changed, why not build a suite of smaller reporting modules - task or job role specific??
It's stunning that this FLOOR exists in the first place, and beyond belief that in more than 10 years, and despite GDPR, and many many requests in the old & new voting system, NOTHING, EVER, has changed in this regard, or other items I've voted for..... -
Amy Haley
commented
these needs addressing asap, even on create draft only the staff member has access to a full customer list which highlights amounts they ow and amounts we ow suppliers