Settings and activity

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1. User Role - Restrict access to specific Settings

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   243 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user access to specific reports

   This change will allow us to focus on the more specific requests to explore. If you don’t see the user permission you’re after, raise a new idea here.

   We're thankful for the time and effort you've put into sharing your thoughts on this. Your feedback is valuable, and helps us better understand the priorities and needs of the community as we continue to evolve Xero.

   Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.

   Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:

   • Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
   • Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
   • Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user… more
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   Greygory Vass commented  ·  14 May, 2023  ·  Edit…  ·  delete…

   Please make it possible for us to limit the approvers for leave.

   Currently the list is long and confusing due to Payroll admin and leave approval being inseparable.

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   Greygory Vass supported this idea  ·  14 May, 2023

2. UK Payroll - More options for Gender

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   10 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for confirming, Andy - Really appreciate the screenshot. 🙂

   I've checked in with our Payroll team where this detail is saved.
   We appreciate wanting more options for gender when entering personal details, and in some regions such as AU & NZ this is optional.
   Currently, in order to ensure successful payroll filings with HMRC in the UK, we need to match the schema they provide. That said, our team are reassessing how this fits in Xero so I'll shift this Idea to 'under review' and can share any updates that come.

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   Greygory Vass commented  ·  14 May, 2023  ·  Edit…  ·  delete…

   60% of our workforce identify as non-binary and we work very hard to make our business a safe place for all LGBTQ+ staff and clients. The current gender options and automatic titles really undermines our efforts so we're really grateful for this ticket being raised and really hope that an additional non binary gender / no gender option can be created and Mx titles made available. Please do this! Thank you!

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   Greygory Vass supported this idea  ·  14 May, 2023