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  1. Payroll: User Roles - Options to give permission to approve/decline leave and read only Payroll reports.

    146 votes

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    37 comments  ·  Users & setup » User permissions  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Community! Thanks for your active and on-going participation in this idea. The volume of comments and votes highlights how important more granular user permissions are for managing your payroll processes effectively.

    Improving user permissions and providing greater control over sensitive data is a key area of focus for us. While we have no specific feature to announce today, your feedback is critical in shaping the future of this part of Xero.

    Because of the clear need you've all highlighted and our desire to investigate this further, we're moving this idea's status to In Discovery.

    During the discovery phase, our product team will be digging deeper into the core problems you’ve raised.

    We appreciate your patience as we explore this. We'll be sure to update this thread when we have more to share. Thank you again for helping us understand what matters most to you.

    John McStay supported this idea  · 

  2. Invoices - Ability to bulk add and delete tracking on invoices

    92 votes

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    26 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you to everyone that's supported and highlighted how this feature would improve your workflows when invoicing in Xero.

    I'm pleased to share that we are in the midst of developing the ability to update multiple cells of your invoice through drag and drop, or using keyboard navigation.

    Once available, (like asked here) you'll be able to drag and drop tracking selected from one row to other rows of your invoice 😁

    I'll come back to confirm once this is made available to you all!

    John McStay supported this idea  · 
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    John McStay commented  · 

    Find and Recode does not allow for changing Tracking categories accross multiple bills. It deals with the account code and not the tracking category. Tracking categories are innocuous unlike account codes and should be able to be applied to multiple invoices at lower user permission levels than advisor. Its a major inconvenience only having two active tracking categories and even more so when they cant be applied en masse especially to historic invoices.