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1. Permissions - Give Invoice Only users access to Send/Print for approved invoices

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   2 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   We appreciate you taking the time to share and support this idea. We can see that this idea is already gaining traction amongst the community. Giving Invoice Only users the ability to send or print approved invoices has the potential to simplify your workflow and make day-to-day tasks more efficient.

   Enabling this functionality would allow the same users who create and approve invoices to also send or print them, reducing handovers and helping your business operate more smoothly. It’s a great example of how a small change can lead to better team autonomy.

   Currently, this action is available to users with Standard, Advisor, or Invoice Only – Approve & Pay roles. Expanding this to other Invoice Only roles, such as Draft, Sales, or Purchases could make Xero even more flexible for teams with clearly defined responsibilities.

   We’ve moved this idea into the Gaining Support stage. It’s now open for voting and comments, and we’ll be keeping a close eye on interest from the community. Your feedback helps guide how we prioritise future improvements.

   We appreciate you taking the time to share and support this idea. We can see that this idea is already gaining traction amongst the community. Giving Invoice Only users the ability to send or print approved invoices has the potential to simplify your workflow and make day-to-day tasks more efficient.

   Enabling this functionality would allow the same users who create and approve invoices to also send or print them, reducing handovers and helping your business operate more smoothly. It’s a great example of how a small change can lead to better team autonomy.

   Currently, this action is available to users with Standard, Advisor, or Invoice Only – Approve & Pay roles. Expanding this to other Invoice Only roles, such as Draft, Sales, or Purchases could make Xero even more flexible for teams with clearly defined responsibilities.

   We’ve moved this idea into the Gaining Support stage. It’s now open for voting… more

   RICKY BAESA supported this idea  ·  06 April, 2025
   RICKY BAESA shared this idea  ·  05 April, 2025

2. User permissions - Assign user access to specific reports

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   4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

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   RICKY BAESA commented  ·  05 April, 2025  ·  Edit…  ·  delete…

   Invoice Only Users should not see the the financial report nor the the full data of AR and AP Aging, however, they should be able to see ONLY those invoices and bills they have created. With this, the Invoice Only User will NOT see other users inputs which may be confidential but can see ONLY their own drafts and its status.

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