Settings and activity
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167 votes
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Barbara Saunders
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11 votes
Appreciate your looking through the forums and existing ideas, Tracy.
Although it might seem quite specific it does help to have detail of the specific permission sets and what is missing in the existing roles shared for each idea, and get a sense of the users that are interested in these differing permissions.
As you can likely imagine, with the number of features and different roles & responsibilities staff may have across businesses a matrices of options for every single permissions across every feature in Xero would be quite complex and cumbersome when trying to assign what a user can or can't do in your organisation.
While we don't have direct plans for this level of incremental control, our product teams are definitely interested to consider the makeup of permissions within a given area or feature of Xero. I'd urge you and others here to add your support to…
An error occurred while saving the comment Barbara Saunders
commented
We are looking for the ability to allow a manager to view items in draft and waiting approval without having to access the program. Attachments would need to be viewable.
Perhaps like the email to bill it could be reversed and a link could be created from these items to be sent to the approver for viewing?Barbara Saunders
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For easier financial management & decision making in Accounts Payable, the Companies Credit Limit's with the suppliers is increasingly critical, Ideally this would also incorporate a notification when credit limits are being approached combining total Accounts Payable amounts with Unbilled Approved Purchase Orders