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  1. User Role: Invoice Only - Ability to add tick box options for setting up a new invoice only user

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    9 comments  ·  Users & setup » User permissions  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your feedback on the need for more control when setting up an Invoice Only user.

    The former Invoice Only role is now available as Sales, Purchases, Sales and Purchases, or Draft Sales and Purchases, making it easier to choose access that matches a user’s responsibilities.

    We’ve also introduced more granular Inventory permissions and access to relevant Sales or Purchases reports without opening the full Reporting Centre.

    These changes address core needs expressed here for more flexible permissions.

    Individual controls for every option raised in this idea aren’t available yet. We’ll continue building on this foundation as we work towards more customisable role settings.

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    Stephan Dreyer commented  · 

    It seems like this issue has still not been addressed? Crazy to think that a large well-known accounting software like Xero still does not have the basic permissions options we need. Just at least add the ability for 'nvoice Only' users to approve their own invoices, it's super basic.