Permissions - Invoicing and Quoting
I'd love for my staff to be able to login into xero to create invoices and quotes, and send them without being able to see the rest of the business accounts. Or has this been developed and can be done?
Alex Dalzell
shared this idea
This is possible within Xero Alex!. You can assign the Invoice or Purchases draft only permissions which restricts the user from seeing anything other than the draft invoices and related transactions they’ve created themselves. You can also assign Invoice only – Sales (quoting and invoicing) if they need sales-side access, or Invoice only – Purchases (purchase orders and bills) if they need purchase-side access. Both levels let the user create and approve transactions in that area, rather than only creating drafts. If you need more help deciding what to assign please reach out to out Support Team and they will be able to help you wiht that. 😊
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almed batlex
commented
Yes, your staff can create and send invoices or quotes in Xero without accessing sensitive financial information by using the user roles and permissions feature. Xero allows business owners to assign limited access roles such as “Invoice Only” or “Sales” so team members can prepare quotes, create invoices, and send them to clients while being restricted from viewing bank accounts, reports, or other confidential business data. This setup is especially useful for sales teams or front-office staff who need to handle customer billing but should not have full accounting access. By carefully configuring permissions, you maintain financial security while improving workflow efficiency. Many businesses also explore external resources and guides to better understand these configurations, for example tutorials and software insights available at https://softwareeggs.com/ can provide additional practical examples of how businesses manage invoicing tools effectively.