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Users & setup: User permissions

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Product & Services - List of invoices/bills

Products & Services - great we now are able to give users access to view/edit etc but can we also give them access to the list of sales/purchases for each product that shows below the product information. Not sure why this does not show when the user also has access to create sales invoices and purchase orders.

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Tanya Woolley shared this idea  ·   ·  Report…  ·  Admin →
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  • Lori Notman commented  ·   ·  Report

    User with Invoice only access under purchasing, cannot see products transaction history. As they are in charge of purchasing they need to see the purchase history with prices. An additional column of who the supplier was would also be very useful & time saving.
    We do not want to change their access as we do not want them seeing the business bank accounts.

  • Greg Lurie commented  ·   ·  Report

    Now that invoice only users can view products and services.
    also allow access to transaction history, so they can see previous cast and selling prices based on bills and invocies for that item. also add an option for cost prices to uses latest cost based on bill, average or user defined, there should also be a feature to add a fixed % markup based on the cost price that will automatically change as the cost changes

  • Greg Lurie commented  ·   ·  Report

    XERO DOESNT AUTOMATICALLY UPDATE THE LATEST COST PRICE, SO WE NEED RESTRICTED USERS TO SEE THE PRODUCT TRANSACTION HISTORY SO THEY CAN SEE LATEST COST PRICES FROM SUPPLIERS AND SELLING PRICES