Permission - Allow users with Purchase permission to view linked outstanding supplier bills
Allow Xero users with purchases access to see outstanding bills link from Xero suppliers.
Currently unless the supplier has used your log in address to send the bill, you are not able to see the remainder of the supplier's outstanding items. Allowing users with purchases access to this link would bypass unreliable clients while maintaining security.
Ben Carberry
shared this idea
Thanks for bringing this to the community. The key request is to make linked outstanding supplier bills accessible to other users in the organisation who have the appropriate Purchases permissions.
This could reduce the need to rely on the person who originally received the supplier link and make it easier for accounts teams to manage outstanding bills across shared workflows.
I’ve updated the status to Gaining Support so we can continue tracking interest. Add your vote and share more about how your team currently handles these links.
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Freya Pieroz
commented
This issue means that I, as bookkeeper, cannot see the outstanding invoices for any of my clients, because of course I log in to Xero using my account/email and not the clients! And several of my clients can't see their own outstanding invoices, because the invoices are sent to the general accounts email and not the individual person! (bills do not get sent to CEOs, they get sent to the accounts department...)