User Roles - Purchase order only access
We wish to let some of our users have access to purchase orders, raising & viewing etc.
Currently if we give them access to purchase orders it also lets them see supplier balances and also click into the supplier and therefore into the accounts i.e invoices etc.
We would like our staff to just see the purchase orders and raise purchase orders but not have access to anything else.
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Chris Curlett commented
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
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Lara-Jane Clarke commented
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
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John Zito commented
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. -
Lucy Eden commented
Critical to our business
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Emmanuel Ohene-Addo commented
This is vital for how we are currently set up
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Stephen Elliott commented
This is vital
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Eleanor Arkcoll commented
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?
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Mark Hunt commented
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. -
Chris Curlett commented
Agree totally. Staff have far to much access to aspects in XERO as the permission system is far to general and non-specific.
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Admin Dynamech commented
Absolutely - need people to be able to raise PO's on the go without access to any other financial information. Thanks
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Joy Sicilia Oliveros commented
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.
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Gary Elphick commented
+1 for this.
we're stuck as if you give someone access to make PO's they can then see all POs and invoicing so they can see how much each contractor is getting paid in the business? is there a way around this? -
Anitha Morrison commented
It would be great to limit what each users see. Currently our users can see other purchase orders for different departments.
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Keely Jackson commented
Really need to be able to select just Purchase Order access and Sales access without allowing the right to approve and pay invoices. This can open up the potential for so many problems
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Jager Farming . commented
I am currently using an alternate PO app for our employees for this very reason - privacy.
It would be a wonderful function to just have a PO only option to as Jacqueline suggested - create, see and action PO.Thank you :)
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Sian David commented
I agree, we do not want the employee to see anything other than the PO's, I also want to add that Xero does not have a option to buy deliver in products which is essential to any trade company
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Rachel Coldicott commented
This is critical due to segregation of duty issues raised by auditors, also not having the ability to restrict access allows for potential distribution of sensitive data.
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Charleen Anthony commented
Purchase Order access should not automatically go with access to Bills, it should be Purchase Orders only. Can we have it automated so with Approval being sent to Line Manager via email. A bulk Purchase Order should show when its been partially billed ie. show the balance.