Oustanding supplier invoices
Being able to access supplier invoices using the link in the email. Currently we can only access the invoice related to the email. When trying to view other outstanding invoices, I get the message that I don't have permission to view that page and to have my access upgraded even though I have full access (bar subscriber). It would be great to be able to, as a bookkeeper, access other outstanding invoices. A lot of clients will use the link, see that they can access the other invoices, and not see an issue.
Linda Lesleighter
shared this idea
Hi Linda, this sounds more like something that would be best resolved individually with our Xero Support team directly(you can reach them through the Contact Xero Support option at the bottom of this link).
With the Standard or Advisor user role you should be able to access outstanding bills (supplier invoices) in the organisation.
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Freya Pieroz
commented
I still can't see the outstanding supplier invoices either - all my clients get their bills sent to a generic accounts email address, to ensure their bus quotient is >1. That means that ONLY someone logged in to Xero under that generic email address can view the list of outstanding bills that the supplier sends the link to - but NONE of us are logged in with that generic address, because it's generic, and basic information security and the audit trail require us to log in using our own individual log ins with MFA using our own devices.
(Bus quotient or bus factor is the number of people who need to get hit by a bus before the business can no longer function properly. At the moment, for example, the superannuation authorisation limits give us a bus quotient of 1)
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Sandra Welsh
commented
Kelly - No you can't.
The supplier must have you as a contact in their Xero, with the same email address that you use to log into Xero.
As I'm a bookkeeper a lot of my clients have an accounts@ email address for me within their organisation however I log into Xero using my email address.
Therefore I cannot view any outstanding bills.
This only happened after Xero did a security upgrade.
Periodically, after more recent upgrades this function is cut off whether I'm a contact in the suppliers Xero or not. I have contacted Xero support more than once about this issue and they pretend to not know it's even happening.
It used to be a great feature for a bookkeeper - now even MYOB does it better than Xero! -
Freya Pieroz
commented
@Kelly I just opened, from the email link, a bill that is scheduled to be paid by the client that I am currently logged into with Advisor privileges. When I click the link in the top left to go to a list of outstanding bills, it requires me to log in (to the client I am logged into in the next tab over, but that's another problem) and then tells me I don't have permission to view it. I've attached screenshots.
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Linda Lesleighter
commented
Hello, I may not have made myself clear, I can access supplier invoices already in our Xero file. I cannot access other supplier invoices using the link embedded in their email.
