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

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    43 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.


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    Jonathan OReilly commented  · 

    Very important for company to maintain confidential accounting numbers

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    Jonathan OReilly commented  · 

    I want to give a user the ability to send quotes ONLY from xero. Currently xero also allows that user to invoice a client as well which is inappropriate and too much access.

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    Jonathan OReilly commented  · 

    Very important for company to maintain confidential accounting numbers