Security and compliance

Dividendly keeps organisation data isolated to the active tenant context while using scoped Xero permissions for workflow reads and authorised posting tasks.

Xero scope access

We request only the permissions needed for authentication, voucher generation, and workflow actions that post and attach records in Xero.

openid
profile
email
offline_access
accounting.transactions.read
accounting.contacts.read
accounting.settings.read

UK dividend voucher requirements

Voucher outputs are designed to include key information expected for UK dividend records.

Date dividend is paid
Company name and company registration number
Shareholder name receiving dividend
Dividend amount per share and total dividend amount
Financial period and tax year context

Tenant isolation

Directors, vouchers, and related records are scoped per organisation to prevent cross-tenant access.