**Title:** Purchase Order–Only User Access (No Bills Visibility) **Request:** We would like the ability to assign users access to purchase
Title: Purchase Order–Only User Access (No Bills Visibility)
Request:
We would like the ability to assign users access to purchase orders only, without any visibility of supplier bills or broader financial information.
Use Case:
In our business, operational staff (e.g. apprentices, site staff, or project team members) need to raise and manage purchase orders as part of their role. However, they should not have access to financial data such as supplier bills, costs, or payment details.
Current Issue:
At present, Xero user roles bundle purchase order access together with bills and supplier information. This means we cannot safely allow team members to create POs without also exposing sensitive financial data.
Impact:
- Limits our ability to delegate purchasing tasks
- Creates unnecessary risk by exposing financial information
- Forces us to rely on manual processes or external tools
Suggested Solution:
Introduce more granular permissions that allow:
- Create/edit/view purchase orders
- Without access to bills, payments, or full supplier financial data
Benefit:
This would allow businesses to safely involve operational staff in procurement workflows while maintaining appropriate financial controls.
Haley King
shared this idea
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