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  1. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

    489 votes

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    271 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminMukti Prabhakar (Admin, Xero) responded

    Hi Community! 👋 we're progressing well with our inventory permissions development, with plans to progressively roll this out early in the new year. We'll be providing a Products & services permissions set for the Invoice only role.

    You'll have the ability to choose;

    • No access
    • View
    • View and create/edit
    • View, create/edit and adjust stock

    I'll round back again as this begins to rollout. 🙏

    Michael White supported this idea  · 
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    Michael White commented  · 

    Hi, I was wondering if this is close as it was first suggested back in 2015?

    Can this please be taken seriously?
    Staff that have access to invoices etc obviously need full access to Products and Services, that is what they are adding to the invoices.

    Can we please get some feedback on this from Xero?
    Mike

  2. Invoices: Repeating Invoices - Bulk Import/Export

    270 votes

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    submitted  ·  106 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Michael White supported this idea  ·