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  1. Permission - Ability to choose either or both Sales, PO, quotes and Invoice for Invoice Only user

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    10 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we value the detail you've shared about why you need to combine Sales, Quotes, Invoices and Purchase Orders access without also exposing banking or bills.

    We’re currently building a dedicated Purchase Orders Only role with options to view, create, edit and approve purchase order that'll help for those that have asked to enable users to raise and manage purchase orders while keeping them separate from broader Purchases access and sensitive bill information.

    We recognise this is one part of the wider role flexibility you’re asking for, and we’ll continue to consider how Sales, Quotes and Invoices can be separated in future.

    I'l come back to share once the Purchase order permission is fully released.

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    Hayley Walker commented  · 

    We want to update user permissions for a factory worker so that he can raise purchase orders, quotes and sales invoices. We don't want him to have access to bank reconciliations. At the moment we have him on a standard status which is not ideal.

    Hayley Walker supported this idea  ·