Enter your idea

I second Tim Jack's comment below!! Seems like Xero would have the infrastructure to include this easily in their package, not sure why it has not already been actioned!

Require this at the earliest

Yes, more granularity is required. The main problem we have with the current IO role is that it allows the user to see a lot of info that we would rather keep hidden. Ideally, we would have a permission that was restricted to "raise draft purchases" and then have that user only able to see the draft purchases that they themselves have raised.

This is an essential feature. User roles must be broken down further. Employees see sales and purchase figures which is not good practice.

Agree with purchase order access only, this is absolutely critical, we only want staff to raise a purchase order without having access to other financial information, Xero please prioritize this feature.

Yes, we are the same as very much do not want to see any element of the billing cycle. The P/O is to be raised on site level by a supervisor and approve at PM level. We do not want either of the operative because of Accounting Policy and Segregation of Duties.

This "Purchase order only access" is essential to ensure the smooth running of a business, without compromising the confidentiality of financial records.

We need this as an option as soon as possible.Our existing provider is ending the PO function by end Jan 2025 and we will have to go back to manual or find additional software which we really don't want to do. Especially when we have XERO has the function.

This is essential to our growing business

Why on earth have Xero not addressed this as issue yet......we will now have to use a manual system for our buyer which is not being proactive or streamlining our accounts process in any way.

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 Implementing these changes could significantly streamline processes and eliminate the need for outdated paper copies.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