AU Tax - Bulk Update Staff Access Feature in Xero Tax
The ability to bulk update staff access to client tax returns in xero tax. Currently, the only way to change staff access to certain clients in the xero tax feature is to go into each client file and change it individually. A bulk update function would be more efficient and less time consuming.
Walita Zaya
shared this idea
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Peter Drinan
commented
This would be a killer for practices with 100s of clients and junior staff that are to be restricted to only several clients.
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Nicholas Barbouttis
commented
Agree with the other comments. This is particularly painful with archived clients. You have to first restore them, then as others have suggested, you have to then update the tax access and then archive the client again.
More importantly, if a staff member has tax access restrictions placed on them, they shouldn't be able to see the list of tax return in the tax module. Currently, they are still able to see the list.
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Patrick Thompson
commented
This is very important for Xero to add this feature. We currently want to be able grant tax access to a staff member for only a small number of tax returns without giving them access to all the tax returns in the client list.
At the moment the only way to do this is to change the existing settings one by one to remove tax access for the staff member.
There needs to functionality in XPM which is similar to Xero HQ for xero files, whereby an administrator can bulk select or de-select access to clients and tax returns in XPM for specific staff members.