Purchasing Permissions Reference
This page is the full Purchasing permission list in one place.
Controls access to purchase orders, suppliers, approvals, payments, and accounting integrations.
| Permission | What it allows |
|---|---|
| Access Purchasing | Access the Purchasing module |
| View Purchase Orders | View purchase orders |
| Create Purchase Orders | Create new purchase orders |
| Edit Purchase Orders | Edit draft purchase orders |
| Submit Purchase Orders | Submit purchase orders for approval |
| Delete Purchase Orders | Delete draft purchase orders |
| Rename Purchase Orders | Rename purchase order references and titles |
| Correct Order Metadata | Correct metadata (reference, date, notes) on a submitted or approved order without triggering re-approval |
| Amend Order Lines | Amend line items on an approved or posted purchase order |
| View All Orders | View purchase orders created by all users, not just your own |
| Approve Purchase Orders | Approve purchase orders submitted for approval |
| Reject Anytime | Reject a purchase order at any lifecycle stage, including after posting |
| Post Purchase Orders | Mark an approved purchase order as posted (sent to supplier) |
| Touch All Orders | Edit and act on purchase orders created by other users as if they were your own |
| View Order History | View the full change and approval history for a purchase order |
| View Deleted Orders | View purchase orders that have been deleted |
| View Compliance | View compliance documents and audit trails attached to purchase orders |
| View Payments | View payment records attached to purchase orders |
| Manage Payments | Add, edit, and delete payment records on purchase orders |
| Reverse Payments | Reverse a payment record on a purchase order |
| Manage Suppliers | Create, edit, and manage supplier records |
| View Reports | Access Purchasing reports and analytics |
| Export to Accounting | Export purchase order data in accounting-ready formats |
| Manage Integrations | Configure accounting integrations (Xero, QuickBooks, etc.) |
| Access Quotes | Access the Quotes section within Purchasing |
| Create Recurring Orders | Create recurring purchase order templates |
| Override Recurring Approval | Bypass the approval step when creating orders from a recurring template |
| Purchasing Admin | Full administrative access to all Purchasing settings and configuration |
| External API Access | Access Purchasing data via the external API |