User Role: Ability to only create drafts + view reports
Can we have one more category of user role in Xero (A user role with Ability for only to create all possible drafts + View reports)?
This kind of user role can help to minimise recording errors when any transaction (Quotation, Invoice, Bill, expenses, transfer, receive and spend money) can have two steps approval. It can provide more verification flexibility /security for the business which managed by more than one person as well.
View reports can help the initiator to check the effect of the transaction after approval.
We are looking for your kind consideration.
Thank you
Clement Bizimana
shared this idea
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Richard Crozier
commented
There should be an additional user role for an employee who can create expenses of other employees, but not approve them. This is for the case where an administrator or PA can input expenses for another employee, which also ensures they're coded correctly. Currently you cannot create for other employees unless you can also approve expenses.