Settings and activity

5 results found

1. Project - Automatically import individual time entries from projects to payroll timesheets

   15 votes

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   submitted  ·  3 comments  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   Tracey Whitby commented  ·  20 June, 2022  ·  Edit…  ·  delete…

   Time entered in Xero Practice Manager to import into Xero Payroll - can do this from Projects to Xero Payroll but not from XPM which means we don't use it

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   Tracey Whitby supported this idea  ·  20 June, 2022

2. Practice Manager - Automatic time tracking by client

   9 votes

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   submitted  ·  1 comment  ·  Practice tools  ·  delete…  ·  Admin →
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3. Xero Practice Manager - Create recurring job from existing task

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   47 votes

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   submitted  ·  4 comments  ·  Practice tools  ·  delete…  ·  Admin →
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4. Practice Manager - Automatically create returns when recurring job is created

   27 votes

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   submitted  ·  3 comments  ·  Practice tools  ·  delete…  ·  Admin →
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5. Audit Trail Report

   574 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

   Tracey Whitby supported this idea  ·  05 September, 2022