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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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    Miriam Morris commented  · 

    I feel this is critical as you don't want Sales team or other selected members of staff seeing any accounting side of your business. All they need to be able to do is create a quote without still having access to seeing any debtor/creditor accounts

    Miriam Morris supported this idea  ·