Settings and activity
4 results found
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130 votes
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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Abby Collier
supported this idea
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79 votes
Hi everyone, we hear how manual communication to the right person about which bills need their attention can be time-consuming, especially as teams grow.
We’re pleased to let you know that we’re developing a bill approval workflow in Xero. It’ll let admins choose named approvers and set routing rules, so bills can be automatically directed to the right person (rather than relying on inboxes, spreadsheets or verbal follow-up).
Approvers will be able to see the bills waiting for them in Xero and receive an email when their step becomes active, making ownership clearer while keeping the bill, approval decision and history together in one place. You can find more detail in our bill approvals update on The Long and Short of It 😊 - We’ll share more as this feature lands!
Abby Collier
supported this idea
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33 votesAbby Collier
supported this idea
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158 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Abby Collier
supported this idea
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Adding a bills example from a small construction company in NZ
Under the new user access roles we can no longer separate entering a bill from approving it.
Draft sales and purchases is the only role without Approve, but it
also locks View and Edit to Own only. Most of our supplier bills
arrive by email into Xero, so they are not created by that user and
never appear in her list. She cannot code a bill she cannot see.
So we have had to give our accounts person the Purchases role
instead, which has Approve ticked on with no way to untick it. The
same applies to Sales and purchases and Standard. To let her do her
job we have had to give her the power to approve her own work.
Under the old Invoice only, Draft only setup we had both: she could
see and code every bill, then hit Submit for approval, and a director
approved it. That review step is how we catch coding errors and raise queries before anything is approved. As a small business owner it takes admin off me while keeping financial control and separation of
duties.
Expenses already has Approve as an editable checkbox on the same
permissions screen. Please do the same on the Bills row, so a user
can view and code all bills but only submit them for approval.