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

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    45 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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    Lisa Lines commented  · 

    Agreed, its bonkers I can't have a staff member create and approve quotes and POs but exclude them from the invoicing side of things. It has caused me massive issues with staff going outside of their lanes and overriding our own software processes which should go through the Xero API stuff we are using, but I can't prevent them from doing these things in Xero manually without removing the permissions I need them to have.

    Lisa Lines supported this idea  ·