Settings and activity
3 results found
-
2 votes
Hannah Hatfield
shared this idea
·
-
46 votes
An error occurred while saving the comment Hannah Hatfield
supported this idea
·
-
114 votes
Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.
This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.
Hannah Hatfield
supported this idea
·
I totally agree with Lorraine, we should be able to pick and choose who gets access to what areas of the system. Purchase Ledger and Sales Ledger are totally separate and we shouldn't have to give access to both of them for someone who only needs to see one or the other. Similarly, I have sales reps that need to be able to report on Sales, but to do that I have to give them full access across the whole system and I absolutely DO NOT want them to have access to the bank account information, or reporting on anything other than sales! This is a massive failing of Xero and one of the reasons I dislike it compared to Sage. Unfortunately for me, my CFO and accountants both prefer Xero so I am stuck with a system that lets me down again and again.