Settings and activity

46 results found

1. History & Notes - Track changes to Client Xero Subscription

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   submitted  ·  0 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Aileen Pennington shared this idea  ·  23 August, 2022

2. Xero Me | Sync timesheets from Practice Manager (XPM)

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   2 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
   Aileen Pennington supported this idea  ·  23 August, 2022

3. Audit Trail Report

   576 votes

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   85 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

   Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

   Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

   That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be most helpful for you.

   • User Permissions - History recorded of role changes and ability to add description
   • History & Notes | Include item for invoice Sent (Via email or E-Invoice)
   • Contacts - View all transactions history & notes from contact record
   • Document pack - History of reminders sent in Tax

   Since this idea was originally started we’ve uplifted the History and Notes to provide easier control and search of events, and we're continuously working to improve reporting and data integrity in Xero.

   Your details and insights shared here have all been fed back to our product teams and are incredibly useful as we shape our future roadmap. We appreciate you all for sharing your thoughts.

   Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

   Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

   Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

   That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be… more

   Aileen Pennington supported this idea  ·  23 August, 2022

4. Practice | Payroll - Top level Reports across all clients

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   submitted  ·  1 comment  ·  Practice tools » Clients  ·  delete…  ·  Admin →
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   Aileen Pennington shared this idea  ·  19 May, 2022

5. Workpapers - Ability to use Custom Excel Templates

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   3 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

   Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

   The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

   We'll post an update as soon as we have any news to share.

   Aileen Pennington supported this idea  ·  19 May, 2022

6. Workpapers - Integration of bank statement request portal

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   4 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks so much for your engagement here. Your insights are essential as we look to improve Xero. We understand the value of a more streamlined way of working.

   Right now, your current options are to request documents and information from your clients using the existing queries feature in Workpapers. We appreciate you taking the time to share your feedback.

   While we don't have this feature on our current roadmap, we'll continue to monitor this request, and make sure to keep you updated if there's any progress.

   Aileen Pennington supported this idea  ·  19 May, 2022