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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Jeffrey Dagan
commented
This should be basic functionality.
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Craig Miller
commented
Please do something!
Xero!! Please take heed of these requests it's critical!
Purchase Order only access level (create, approve & send) is a critical requirement for our business. Please implement this option!
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Pauline Duggan
commented
Xero!! Please take heed of these requests its critical!
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Mark Thompson
commented
Purchase Order only access level (create, approve & send) is a critical requirement for our business. Please implement this option!
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Michaela Bromley
commented
This is really important for us to have a clear segregation of duties within our accounts process. Please implement access rights where raising PO's and posting invoices are independent access options.
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Pauline Duggan
commented
Credit to Hayley King below I second her request as follows it is essential!!!!
**Title:** Purchase Order–Only User Access (No Bills Visibility)
**Request:**
We would like the ability to assign users access to purchase orders only, without any visibility of supplier bills or broader financial information.**Use Case:**
In our business, operational staff (e.g. apprentices, site staff, or project team members) need to raise and manage purchase orders as part of their role. However, they should not have access to financial data such as supplier bills, costs, or payment details.**Current Issue:**
At present, Xero user roles bundle purchase order access together with bills and supplier information. This means we cannot safely allow team members to create POs without also exposing sensitive financial data.**Impact:**
* Limits our ability to delegate purchasing tasks
* Creates unnecessary risk by exposing financial information
* Forces us to rely on manual processes or external tools**Suggested Solution:**
Introduce more granular permissions that allow:* Create/edit/view purchase orders
* Without access to bills, payments, or full supplier financial data**Benefit:**
This would allow businesses to safely involve operational staff in procurement workflows while maintaining appropriate financial controls. -
Gary Lowe
commented
I have been requesting this feature for the past 4 years but still nothing.. The fact that this was never standard just amazes me and the only reason that we haven't reverted back to SAGE is our accountants. On saying that, it looks like our accountants are now looking to move back to SAGE due to price increases..
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Cameron Hinde
commented
More granular user access is absolutely needed in Xero, ability to only create purchase orders that can then be approved by a manager is a fundamental part of any good financial controls policy. This should also for for the ability to create, approve and pay bills. I need to delegate the payments to one individual but this should not be the same person who approved the payment.
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TEST Craig
commented
Purchase Order only access level (create, approve & send) is a critical requirement for our business. Please implement ASAP.
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Chris Craig
commented
Purchase Order only access level (create, approve & send) is a critical requirement for our business. Please implement ASAP.
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Craig Miller
commented
Purchase Order only access level (create, approve & send) is a critical requirement for our business. Please implement ASAP.
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Haley King
commented
Purchase Order only access level (create, approve & send) is a critical requirement for our business. Please implement ASAP.
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Amanda Addison
commented
Purchase Order only access level (create, approve & send) is a critical requirement for our business. Please implement ASAP.
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Arna H
commented
I would like to see more granular ability to allow access to users, It is different to the above, however, being able to choose items would mean we have better control over who can do and see what.
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Haley King
commented
would like to request more granular user permissions for purchasing functions.
Specifically, I need to allow a user to:
Create and manage purchase orders
Access supplier/contact records for operational purposesBut restrict them from:
Viewing bills
Seeing any financial values (amounts, totals, pricing)
Accessing financial data within contact recordsThis would be particularly useful for operational or procurement staff who need to manage purchasing workflows without access to sensitive financial information.
Currently, permission levels require granting broader financial visibility than is appropriate for these roles.
A solution could include:
A “Purchasing Only (No Financials)” role, or
Toggle permissions to hide monetary values and bills while retaining operational accessThis would greatly improve privacy and internal control for businesses.
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Haley King
commented
**Title:** Purchase Order–Only User Access (No Bills Visibility)
**Request:**
We would like the ability to assign users access to purchase orders only, without any visibility of supplier bills or broader financial information.**Use Case:**
In our business, operational staff (e.g. apprentices, site staff, or project team members) need to raise and manage purchase orders as part of their role. However, they should not have access to financial data such as supplier bills, costs, or payment details.**Current Issue:**
At present, Xero user roles bundle purchase order access together with bills and supplier information. This means we cannot safely allow team members to create POs without also exposing sensitive financial data.**Impact:**
* Limits our ability to delegate purchasing tasks
* Creates unnecessary risk by exposing financial information
* Forces us to rely on manual processes or external tools**Suggested Solution:**
Introduce more granular permissions that allow:* Create/edit/view purchase orders
* Without access to bills, payments, or full supplier financial data**Benefit:**
This would allow businesses to safely involve operational staff in procurement workflows while maintaining appropriate financial controls.---
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Nivethitha Kannan
commented
Currently, we have asked our teams to generate PO using other software or give us manually. We request XERO Team to consider this request to avoid double or manual work.
Thanks :)
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VDM Landgoed
commented
Yes please. This is the one reason why i can't use Xero. The other reason is you can't email purchase orders from mobile device. Please Xero get a move on with this so i can start.
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Tom Shimell
commented
I agree,we want the team to be able to see what purchase orders have currently been ordered and imput new ones but with no access to bills and other financial information surrounding bills and invoice totals etc.
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David Barker
commented
Also, there should be an option to configure the inability to NOT see other purchase orders and their history.