Settings and activity
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89 votes
Hi everyone, thank you for your feedback and I do want to apologise for any confusion my update's caused. You're correct in that the responsibility outlined in my response is relevant to the concessional contribution cap. Seeing your responses today, we now appreciate that the idea here is specifically around the maximum contribution base.
I want to assure you this is something our product teams are paying close attention to and though we don't have any immediate plans we can share, we will consider this request as we continue to plan our roadmap - We encourage you to share any further details on your experiences related to managing the maximum contribution base as these will be helpful to the product team as they assess this feature.
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Antonia Connolly
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9 votesAntonia Connolly
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5 votesAntonia Connolly
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110 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
An error occurred while saving the comment Antonia Connolly
commented
Changing the email address is either due to client changing their mind about which email they want it to be sent to (usually due to link between email and Xero), but can also be a typo. The issue would be reduced if there was an ability to add email address from XPM / Xero HQ.
Adding / changing documents to a sent pack is necessary when client requests amendments - eg I use it to send engagement letters. If a client asks for a minor change my only option is to cancel the pack (sending them a notification email I don’t want to send them) and then create a new pack. I just want to adjust the documents and resend.
It feels like the driver for this is billing…. If so, charge me an extra ‘signature’ at the time I resend (I’d rather you didn’t though!) but it just makes the process painful at the moment (to the extend I’m actually now consider changing my process so documents such as engagement letters no longer use Xero doc packs.
An error occurred while saving the comment Antonia Connolly
commented
This really is critical. Client has changed email addresses after I sent document pack - I don’t want to ‘cancel’ the pack - it will stay there as cancelled, when all I want to do is resend to the new address.
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23 votes
Hi, the update from xero seems to miss the point. This is not about payments putting an employee over the cap, this is the "Superannuation Guarantee" only guararanteeing super up to the maximum contribution base - ie the employer does not need to pay super over this amount. It is not an employee issue - the lack of this cap can mean the employer pays more than it is legally required.
Please can somebody at Xero review what we are talking about. this is a part of super legislation.