Settings and activity
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9 votes
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.
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Bill Gettys
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153 votesBill Gettys
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We are a small, non-profit performing arts organization.
There is a person in my organization who needs to be able to have read only access to almost anything in our general ledger: to bills, bank accounts, invoices and balances. She can and should be able to generate reports including custom reports. She has that access today and it works well for her.
We sometimes ask sponsors to purchase ads in our program books. We ask patrons to sponsor a particular piece of music in a program or we ask them to sponsor a concert. This same user should be able to create such invoices. She should be able to approve invoices that she creates and send them by e-mail or print them as pdfs. She should not be able to mark them paid or receive and deposit funds.
This is part of our attempt at separation of roles and internal controls. I could give her standard or advisor access but that would reduce my ability to detect inappropriate financial activities.
I hope that helps.
Perhaps you could allow managers to set high level access like you do today but then optionally modify the detailed access restrictions when necessary.