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Permissions - User Roles to Submit and Approve Quotes and Purchase Orders

It is really basic, the permission control is not flexible and give more options. How about to give multiple choosing box for permissions. I want to create a user and give him permission to create and print quotations and a purchase order permission to create and submit for approval. Because the purchase approval permission i want to give to the manager levels only.

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Faisal Baras shared this idea  ·   ·  Report…  ·  Admin →
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  • katrina wu commented  ·   ·  Report

    We want to add approvals for edit purchase orders

  • Maxine Bright commented  ·   ·  Report

    We need to be able to set user permissions so that only managers can authorise purchase orders to be paid, in the very least we need to be able to set the system so that the same person that raises a purchase order cannot be the same person that authorises it. Also it would be useful to be able set different levels of authority, so managers of a department can only authorise purchase orders under $500 but executive managers can authorise purchase orders of more than $500 etc.

  • Amelia Kennedy commented  ·   ·  Report

    Having the ability for a user to create both invoices and bills but choose whether they can approve neither/either/both is fundamental. Please add to roadmap asap!

  • Matthew James Mifsud commented  ·   ·  Report

    This is an essential feature

    the ability to just be able to issue/send quotations without access to anything else

  • Michelle Mortlock commented  ·   ·  Report

    Xero please provide an update as to when flexibility on this will be in the roadmap

  • Alan Oversmith commented  ·   ·  Report

    Frankly, I can't get my mind around how accounting software designed for multiple users would be developed without this basic function. An update here should be a priority.

  • Nicki Oversmith commented  ·   ·  Report

    This function is absolutely necessary to protect vital financial information and maintain proper internal control.

  • Deb Wingerter commented  ·   ·  Report

    For internal control purposes, this is so important. Is there any update on this?

  • Pam Nelson commented  ·   ·  Report

    Absolutely agree with Steve Ziara on this! Can we please get an update?

  • Steve Ziara commented  ·   ·  Report

    Having User Access Roles is extremely important! Not everyone in an organization should have full access to all financial information.

  • Neil Bouwer commented  ·   ·  Report

    The very basic user limitation limits the ability to implement appropriate internal controls.

    It would be great to be able to set users with specific access, read, write, draft, approve, edit permissions for specific tasks in Xero.

    Read, Draft, Write, Edit, Approve Invoices
    Edit, approve Invoice payments
    Read, Draft, Write, Edit, Approve Quotes
    Read, Draft, Write, Edit, Approve Purchase orders
    Read, Draft, Write, Edit, Approve Bills
    Edit, approve Invoice bill payments
    Read, Draft, Write, Edit, Approve Manual Journals
    Read Specific reports
    View, Edit, approve Bank transactions/Posting

    This should be implemented in the same way Practice manager and WFM handles user access.

  • Steve Ziara commented  ·   ·  Report

    Absolutely necessary. Can't move forward without this feature.

  • Pam Nelson commented  ·   ·  Report

    a. A user should be able to build customer batch deposits that include an overpayment and/or refund without having access to see the Bank accounts (balances)
    b. The ability to enter bills, but not execute payment on those bills. Enter checks, but not execute payment on those checks and not be able to actually print checks.
    c. Ability to restrict visibility to account balances and ability to update vendor information with this role, above, as well.
    d. The ability to limit user access to only certain bank accounts (would be nice to choose user access by bank account)

  • Jenna VanderMost commented  ·   ·  Report

    I agree! It would be nice to have different levels or to be able to check off various permissions. I would be more apt to pay for more users if this was a possibility. Right now I am looking to be able to have a user only be able to add/update contact info, but that's not offered right now.