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  1. Contact bank change

    2 votes

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    0 comments  ·  Contacts & files » Contact  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Karen Mansell shared this idea  · 

  2. Permissions - User Roles to Submit and Approve Quotes and Purchase Orders

    127 votes

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    48 comments  ·  Users & setup » User permissions  ·  Admin →
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    In discovery  ·  AdminKelly Middleton (Admin, Xero) responded

    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.

    Karen Mansell supported this idea  · 
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    Karen Mansell commented  · 

    Hi, I just want to allow a clients staff member quoting only, as the client doesn't want the staff member access to all invoices.