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  1. User Roles - Purchase order only access

    193 votes

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    60 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks team, we really appreciate you describing your needs in allowing staff to raise and manage purchase orders without opening up supplier bills and broader financial information.

    Right now, we’re developing a dedicated Purchase Orders Only role, that'll give you more granular controls for purchase orders - You'll be able to give your users access while keeping access to your bills separate.

    Your feedback here has ben valued in helping us evolve our permissions in the product.

    I'll come back to share once these changes are live. 😁

    John Paul Williams supported this idea  · 

  2. Permissions - User Roles to Submit and Approve Quotes and Purchase Orders

    130 votes

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    50 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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    John Paul Williams commented  · 

    This would be an excellent function

    John Paul Williams supported this idea  ·