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  1. Permissions - Ability to set level of Approvals for different transactions

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    7 comments  ·  Users & setup » User permissions  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate the feedback and interest in being able to set different levels of approval across different transaction types in Xero atm. Currently the draft permission will enable a user to create draft transactions in an org with out the ability to approve, while the Sales Invoice Only role will enable a user to create and approve invoices or quotes without access to purchases, and similarly the Invoice Only Purchases role will allow a user to create and approve Purchase transactions without access to Sales.

    To better understand the ask in this idea can you share exactly the type of set up you would be looking to achieve to help with entering information in your organisation.

    Christina Jarvis supported this idea  ·