Settings and activity
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Stacey Bennett
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78 votesStacey Bennett
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5 votesStacey Bennett
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148 votesStacey Bennett
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This Invoice Only role is very problematic. There certainly needs to be a role that can manage AR/AP but NOT view bank accounts and reports, but this person should be able to do all the necessary pieces of their job. When a client contests an invoice that's paid via ACH (GoCardless), the AR person should be able to manage Remove & Redo and voiding the invoice if necessary. Also, we learned they can't match the Direct Debit forms to link Xero contacts with GoCardless contacts. These pieces need to be added to the Invoice Only role, or it makes limited permissions extremely difficult to manage.