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  1. Payroll | Employees - Upload/attach files in notes section

    927 votes

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    243 comments  ·  For small businesses » Payroll  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.

    We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.

    I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.

    We understand your frustration with the timeline and the limited updates, and we're…

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    Bill Roberts commented  · 

    I would like to add my voice to this request.
    It would be so useful to be able add relevant employment and statutory documents to an employee record, such starter forms, employment contracts, doctors fit notes etc.

    Bill Roberts supported this idea  · 

  2. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

    477 votes

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    261 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.

    As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.

    While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.

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    Bill Roberts commented  · 

    I agree with the OP.
    My client has one employee employed to deal with stock and stock control, which he cannot do without giving him access to the sensitive financial information, which cannot happen

    Bill Roberts supported this idea  ·