User roles and their access to purchases in Xero

Use this page to compare user roles and their access to the purchases section (bills, purchase orders, credit notes) of Xero Business Edition.

Bills user role comparison

Full accessLimited access

 

AdviserStandardIO + Approve and PayIO + PurchasesIO + DraftRead Only
Draft and edit bills you createdImage of a check markImage of a check markImage of a check markImage of a check markImage of a check mark-
Approve and pay bills*Image of a check markImage of a check markImage of a check markImage of a check mark- -
View bills you createdImage of a check markImage of a check markImage of a check markImage of a check markImage of a check mark-
View bills created by othersImage of a check markImage of a check markImage of a check markImage of a check mark- Image of a check mark
Edit bills created by othersImage of a check markImage of a check markImage of a check markImage of a check mark- -
Copy or delete own billsImage of a check markImage of a check markImage of a check markImage of a check markImage of a check mark-
Copy or delete others' billsImage of a check markImage of a check markImage of a check markImage of a check mark- -
Record payment of billsImage of a check markImage of a check markImage of a check markImage of a check mark--
Recode billsImage of a check mark-----
Send bill from Xero to Xero Image of a check markImage of a check markImage of a check markImage of a check mark--
Print bill PDFImage of a check markImage of a check markImage of a check markImage of a check mark-Image of a check mark
Create or edit a batch paymentImage of a check markImage of a check markImage of a check markImage of a check mark--
Send a remittance advice**Image of a check markImage of a check markImage of a check markImage of a check mark--

* Approving bills is not available on Partner Edition plans.

**Invoice Only + Approve and Pay can only send a remittance advice at the time a payment on a bill is created. They can't send remittance advices for batch payments.

Invoice Only + Sales Only has no access to Bills.

Purchase orders user role comparison

Full accessLimited access

 

AdviserStandardIO + Approve and PayIO + DraftIO + PurchasesRead Only
Draft and edit purchase orders you createdImage of a check markImage of a check markImage of a check markImage of a check markImage of a check mark-
Approve purchase ordersImage of a check markImage of a check markImage of a check mark- Image of a check mark-
View purchase orders you createdImage of a check markImage of a check markImage of a check markImage of a check markImage of a check mark-
View purchase orders created by othersImage of a check markImage of a check markImage of a check mark- Image of a check markImage of a check mark
Edit purchase orders created by othersImage of a check markImage of a check markImage of a check mark- Image of a check mark-
Copy purchase orders to bills or new purchase orders*Image of a check markImage of a check markImage of a check markImage of a check markImage of a check mark-
Copy purchase orders to sales invoices*Image of a check markImage of a check markImage of a check markImage of a check mark--
Mark purchase orders as billedImage of a check markImage of a check markImage of a check mark- Image of a check mark-
Delete own purchase orders**Image of a check markImage of a check markImage of a check markImage of a check markImage of a check mark-
Delete others' purchase ordersImage of a check markImage of a check markImage of a check mark-Image of a check mark-
Recode purchase ordersImage of a check mark-----
Email purchase ordersImage of a check markImage of a check markImage of a check mark-Image of a check mark-
Print purchase order PDFsImage of a check markImage of a check markImage of a check mark-Image of a check markImage of a check mark
Add new delivery addressImage of a check markImage of a check markImage of a check mark-Image of a check mark-

* Users with the Invoice Only + Draft user role can copy only purchase orders they create.

** Users with the Invoice Only + Draft user role can delete only purchase orders that have a Draft or Awaiting Approval status.

Supplier credit notes user role comparison

Full accessLimited access

 

AdviserStandardIO + Approve and PayIO + PurchasesRead Only
Create and approve supplier credit notesImage of a check markImage of a check markImage of a check markImage of a check mark-
View supplier credit notes created by othersImage of a check markImage of a check markImage of a check markImage of a check markImage of a check mark
Edit, delete or void supplier credit notes (own or others')Image of a check markImage of a check markImage of a check markImage of a check mark-
Allocate credit to bills and refund supplier credit notesImage of a check markImage of a check markImage of a check markImage of a check mark-
Recode supplier credit notesImage of a check mark----
Print supplier credit notesImage of a check markImage of a check markImage of a check markImage of a check markImage of a check mark

The following roles have no access to supplier credit notes:

Cheque printing user role comparison

The following user roles have full access to cheques in Xero:

These users can add and edit cheque styles, pay by cheque, print cheques and view the cheque register.

You must be a Payroll Admin to be able to print payroll paystubs.

The following user roles have no access to cheques in Xero:

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