Xero Tax(AU) - Separate user permissions for 'Mark as Approved' and 'Out to Sign'
It doesn't make sense that these are part of the same privilege checkbox.
Marking something as Approved is something that a senior person (manager/partner) is responsible for.
Marking something as Out to Sign is something that an administration person is responsible for.
Options are:
Give the admin person the privilege and they can approve something they shouldn't be able to (risk to firm).
Not give the admin the privilege and the manager has to log back into Xero Tax to mark it as out to sign after the admin person has packaged it up and sent it out (waste of manager time).
Sam Gray
shared this idea
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Zoe Giles-Jones
commented
Xero’s current permission structure lacks sufficient separation of duties, making it challenging for firms to enforce proper governance and compliance. Greater flexibility in permission settings is needed to ensure roles are clearly defined and responsibilities are appropriately distributed.
Introduce a more detailed permission structure within Xero Tax, example: Separating "Approve" and "Sign" functions