User Roles - Restrict the ability to edit approved invoices
There is a significant risk to accuracy allowing the ability to edit an approved invoice without further approval from a higher access tier to what is already provided.
We have experienced a number of clients sending out the invoices to their clients and then editing the invoices, resulting in differences between the original invoice and that on the system. There is no real audit detail either.
Therefore, the request is to consider introducing an additional access level restricting the editing / amending of documentation after approval.
Luke Rawsthorn
shared this idea
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Katja Kühnel
commented
Could we get a separate option on the User roles, where one can select whether a User should be able to edit an Invoice or Bill, after it was already approved?
So that the User with this option (unselected) can create and even approve Invoices / Bills in Xero, but once the Invoice/Bill has been approved, they can *not* edit the Invoice/Bill again. Only a "Advisor" roll (where this option is selected) can edit or change the Approved Invoices/Bills.