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  1. Purchase Order - Add a maximum limit for user to create PO

    19 votes

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    submitted  ·  6 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  Admin →
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    Shelby Kamlani commented  · 

    There should be the option to set a limit for how much a particular user is allowed to authorise for a purchase order. If the purchase order goes above their limit, they need approval from a manager.

    Shelby Kamlani supported this idea  · 

  2. 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. 😁

    Shelby Kamlani supported this idea  ·