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

    134 votes

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    35 comments  ·  For small businesses » Settings & user roles  ·  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. Tracking - Ability to bulk add and delete tracking on invoices

    59 votes

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    17 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate the interest in the idea here. 


    We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here. 


    We'd recommend having a try in the demo co. if this is a new tools for you. 🙂

    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.