Permissions - Draft purchases with access to Purchase reports
There needs to an option in user permissions that allows a user to create purchase orders, bills & credit notes, but not approve them. They also need view the chart of accounts so they can see which account to use, and be able to view purchasing reports (but not edit them!)
Currently, we have to set a user as "Standard" to allow them them to create a purchase order or bill, but that automatically gives them permission to approve. We want to restrict approval to a higher lever
Kevin Still
shared this idea
Hi Kevin, not exactly the level to which you're asking here, however rather than Standard access it sounds like Sales and purchases would allow a little more restriction while still providing access to the areas needed.
With the Sales and purchases role a user will be able to enter sales or purchase transactions, and you can also select to give them access to Purchase reports specifically.
With this role a user won't be able to access the Chart of Accounts, however within transactions they would be able to select the account and view accounts in the chart of accounts.
We don't have plans for this specific level of access right now, however we're continuing to evolve our permissions across Xero and will keep an eye on the interest this builds here.
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Kevin Still
commented
The problem with the Sales & Purchases role is that it also grants permission for the user to approve the purchase order or bill! I want to allow the user to create a Purchase order or bill but NOT approve it!
Surely the option to allow a user to create an entry but not approve it is very common across businesses.