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  1. Permissions - Ability to set level of Approvals for different transactions

    55 votes

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    8 comments  ·  Users & setup » User permissions  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate the feedback and interest in being able to set different levels of approval across different transaction types in Xero atm. Currently the draft permission will enable a user to create draft transactions in an org with out the ability to approve, while the Sales Invoice Only role will enable a user to create and approve invoices or quotes without access to purchases, and similarly the Invoice Only Purchases role will allow a user to create and approve Purchase transactions without access to Sales.

    To better understand the ask in this idea can you share exactly the type of set up you would be looking to achieve to help with entering information in your organisation.

    Haley King supported this idea  · 

  2. Granular Purchasing Permissions Without Financial Visibility

    1 vote

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    0 comments  ·  Users & setup » User permissions  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Haley King shared this idea  · 

  3. **Title:** Purchase Order–Only User Access (No Bills Visibility) **Request:** We would like the ability to assign users access to purchase

    1 vote

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    0 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Haley King shared this idea  ·