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

    114 votes

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    43 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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    Frances Whittaker commented  · 

    It would be extremely useful for us to select approvers or an approval limit by user to help us control costs and spending within the business

    Frances Whittaker supported this idea  · 

  2. Bills - Ability to assign a bill to specific approver

    18 votes

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    submitted  ·  7 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Frances Whittaker commented  · 

    Approval routes would be a great idea and ensure better cost control within the business as we are continuing to grow

    Frances Whittaker supported this idea  ·