Settings and activity
213 results found
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315 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Jacqui Trumper
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38 votesJacqui Trumper
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646 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
Jacqui Trumper
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9 votes
Thanks for sharing your idea to automatically add the ABN to P5 when completing the ITR.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Jacqui Trumper
supported this idea
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92 votes
Hi everyone, we appreciate how quickly this idea has picked up traction from the community here.
As you've likely heard through other communications we're in the midst of rolling out a unified Client experience as part of our wider Xero Partner Hub.
With the new Client experience you can now;
- Create a client without a TFN, as the Create Client flow has been updated to capture only the basic details
- The TFN can be added later by clicking Edit once the client is created.
- If you do try add a TFN that already exists on an archived client, an error message is displayed - you can get a view of what this looks like in my attachment
Thanks again for sharing with us here and I'll be back to confirm when this new experience is live to all practices.
Jacqui Trumper
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77 votesJacqui Trumper
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183 votes
Hey everyone! Thanks so much for your feedback and for sharing your thoughts on this. It’s clear from the support this idea has gained that automated reminders for superannuation payments could be a huge help for many of you. We hear you and can see how this could make managing your obligations smoother.
Our product team has taken a look at this and we’re exploring how we can build it in to help you stay on top of the proposed PayDay Super changes. It’s on our roadmap, and we’ll keep you posted as things move forward. 🙂
Jacqui Trumper
supported this idea
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101 votes
Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here.
Jacqui Trumper
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57 votesJacqui Trumper
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164 votesJacqui Trumper
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64 votes
Hi community, we appreciate hearing your interest around the reports that would be useful for you to use in Report Templates.
We have decided to split the request for Payroll reports and the Tracking Summary report as it is unlikely these would both be added at once.
You'll find the new idea for the Tracking Summary report across here and this one will remain centered around Payroll reports.
We want to be honest that we don't have any plans at this stage for adding payroll reports to Report Templates. But, our product teams are aware of the interest surrounding this and we'll let you know if there is any progress on this idea.
Jacqui Trumper
supported this idea
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95 votes
Hi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.
However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.
I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!
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5 votesJacqui Trumper
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4 votes
Hi team, thank you for the idea here. We get there can be circumstances where you may want to switch off a bank rule temporarily and we'll continue to watch the interest this idea receives for now.
If there's any progress we will share an update with you here.
Jacqui Trumper
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26 votesJacqui Trumper
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532 votes
Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.
As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.
However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.
I'll keep you updated of any developments in this space.
Jacqui Trumper
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14 votes
Sorry team, we'll need to take a step back from our previous update here. Though this is a feature our teams would like to pick up in the future, we're unable to focus resource on this atm. As soon as we can pick things up, I'll be back to share again.
Jacqui Trumper
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16 votesJacqui Trumper
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41 votes
Hi community, thank you for engaging with us about your needs in a report to view where attachments have not been uploaded to a transaction.
We get how this is a need for some businesses to validify expenses and process payments.
Right now, this isn't in the teams roadmap, however we'd like to keep tracking the interest around this and will share if it is picked up in any future planning with you all here.
Jacqui Trumper
supported this idea
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68 votes
Hi everyone, thanks for taking the time to share your thoughts on ABN verification. We really appreciate you explaining how this could make it easier to stay compliant and simplify your daily workflows.
Right now, you can use the quick link on the Contacts page in Xero to open the official ABN Lookup site and check details manually. We understand this isn’t the fully integrated solution you’d prefer, but it’s the option currently available for verifying contact information.
Our product team has continued to review this idea, however it’s not something we’re planning in the near future. The idea will stay open for votes, and we’ll keep tracking interest here. If anything changes, we’ll post an update in this thread.
Jacqui Trumper
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