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← Share and support customer ideas for Xero

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3 results found

  1. AU Payroll - Bulk upload approved leave requests

    67 votes

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    21 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    Gaining Support  ·  AdminSophie Lewis (Admin, Xero) responded

    Hi team. We can see it's been a while since we've provided you with an update about this idea. Looks like it's steadily Gaining Support.

    Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated as we go.

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    Magali Mueller commented  · 

    Adding and RDO leave day every fortnight is an absolute nightmare and so time consuming please fix this xero

    Magali Mueller supported this idea  · 

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

    495 votes

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    278 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminMukti Prabhakar (Admin, Xero) responded

    Hi Community! 👋 we're progressing well with our inventory permissions development, with plans to progressively roll this out early in the new year. We'll be providing a Products & services permissions set for the Invoice only role.

    You'll have the ability to choose;

    • No access
    • View
    • View and create/edit
    • View, create/edit and adjust stock

    I'll round back again as this begins to rollout. 🙏

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    Magali Mueller commented  · 

    Fantastic idea, please make this happen, this is critical to the day to day. Seems the very basic things have been missed.

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    Magali Mueller commented  · 

    This is so important. Updating products is time consuming, we ask our junior staff to get this sorted, hence why they don't need financial access.

    Magali Mueller supported this idea  · 

  3. User Role - Restrict access to individual bank accounts

    607 votes

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    312 comments  ·  Users & setup » User permissions  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.

    Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.

    Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.

    Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.

    We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.

    Magali Mueller supported this idea  ·