Settings and activity
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49 votes
Hi Samantha, thanks for sharing this excellent suggestion for improving data integrity in Xero Tax. Preventing duplicate client records is incredibly important for practice management.
We've reviewed your idea to have the duplicate TFN warning also check against archived clients when creating a new record. Your suggestion is now ready to gain support and feedback from other members of the community.
Along with votes, other tax professionals can now share their experiences and comment on how this enhanced warning would help ensure clean client data within their practice.
Kat Duddridge
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81 votes
An error occurred while saving the comment Kat Duddridge
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22 votesKat Duddridge
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61 votesKat Duddridge
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55 votes
Hey community,
Thanks for all your feedback on this idea.
As you’ve found, users could bookmark reports and that bookmark would work across organisations. However, this caused some strange behaviour when navigating between organisations in bookmarked reports.
By including a unique Organisation ID in the the new report URLs, the data displayed is consistent with the organisation the report was bookmarked in. The result is that users can navigate away from a bookmarked report, without Xero updating the organisation.
To be transparent here, this was a deliberate change, and there are no plans to re-implement book-markable links to reports.
An error occurred while saving the comment Kat Duddridge
commented
This is a MUST! Anything to reduce mouse clicks, therefore time, is crucial to efficiency.
Kat Duddridge
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42 votesKat Duddridge
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20 votesKat Duddridge
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65 votes
Hi community, I know it's been some time since our last update here. Though we're continuing to follow and track the interest in automatic calculation of wine equalisation tax within Xero, for the time being this isn't something we've planned.
As some may have received detail from our support team on there is a way we suggest you can record your WET liabilities and credits within Xero - See our post on this discussion for the detail. Alternatively, there are app partners you could explore on the Xero app store.
If there are any changes around this we will be back to share with you all on this idea.
Xero needs to introduce an option to stop employees from entering into negative leave balances based on company policy.
It is laborious, opens up exposure to errors and therefore cumbersome to expect this to be checked by employee or payroll officer each time a leave request is submitted.