Enter your idea

I vote for this BIG TIME

It's an awesome idea - we don't want members of our operations team to have access to any financial data on XERO - just log a purchase order and update it when the goods/services have been received. Then accounts team picks up from there and process the bill from the supplier.

I would like to vote for this also.

After reviewing the comments below, it's evident that this issue requires urgent attention. Numerous users have highlighted how critical this upgrade is to the daily operations of their businesses, and I strongly agree. Implementing these changes could significantly streamline processes and eliminate the need for outdated paper copies. It's frustrating that such a vital improvement has been overlooked for so long. This should be treated as a priority without further delay.

This function NEEDS to happen - we have workshop labourers who are required to check off PO's but we do not wish for them to have access to anything else. It would be really beneficial if you could customise the user permissions more than it currently allows.

Enable employees/users to enter PO's against an approved supplier and have limited access to the financials.

I would definitely like to see this as an option. I only want to enable some users to raise a PO against an approved supplier. They have no need to see any other information.

Hi this is critical for our business to operate.

Hi
I am assuming from this that Xero have not implemented a fix for this issue.
We certainly need this as using Purchase orders in draft form through the browser is such a time consuming way to go. We also would like our staff to produce purchase orders without seeing everything else.

This would be great especially as a granular improvement to the permissions. They are far to generic as they are and need improving. For more important than the new Invoicing system!

Com on XERO - help the users

This would be very helpful & allow us to go paperless with POs still currently doing it all "analog" so that no access is granted as to financials

Is there an App for this? I wonder if there is some kind of access to XERO app or something basically allowing someone to create their PO or invoice in an app and then the file is sent to the purchasing or sales dept for upload and approval. I believe it would also be great if sales people can see their info in Xero, that helps them satisfy and to see their progress in amount of sales or they can just be given a recurring report via email sent automatically.

I like this comment:
Joy Sicilia Oliveros commented
December 11, 2023
This is a huge need for us, people in our wider organization need to be able to request permission to spend and get approved, doing it in Xero enables it to be included in the cashflow, etc., but we cannot give them access as we don't want them to have the ability to edit suppliers/ create bills etc.

Critical to our business

This is vital for how we are currently set up

This is vital

This is absolutely critical. We only want our staff to be able to raise purchase orders. Please can this be a priority amendment to Xero?

This would be such a helpful change. We don't want staff to be able to see all Bills to Pay when they have access to Purchase Orders.
We really need to be able to limit their access to Purchase Orders only.

Agree totally. Staff have far to much access to aspects in XERO as the permission system is far to general and non-specific.

Absolutely - need people to be able to raise PO's on the go without access to any other financial information. Thanks

This is a huge need for us, people in our wider organisation need to be able to request permission to spend and get approved, doing it in xero enables it to be included in the cashflow etc, but we cannot give them access as we don't want them to have the ability to edit suppliers/ create bills etc.