invoices drafted by admin can be edited by employee but not approved
I, as admin, can draft invoices and assign them to an employee.
Each employee can edit / amend their own invoices and submit.
I can then approve and send invoices out.
They can only view and edit their own invoices, not all invoices in the company.
The process of me drafting all invoices on Xero (as is my role), saving to PDF, converting to word, saving in their file, for them to edit and return, for me to then edit on Xero before approving and sending seems crazily long-winded.
Joanne Reynolds
shared this idea
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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