Settings and activity
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46 votes
An error occurred while saving the comment Stacie Shaw supported this idea · -
44 votesStacie Shaw supported this idea ·
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69 votesStacie Shaw supported this idea ·
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40 votesStacie Shaw supported this idea ·
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12 votes
Thanks for engaging and sharing the idea here - Having a deeper read to interpret, there's the ability to add more client report fields that can be included in your report templates yourself (such as Director 5, Director 6 etc) - See detail in our help here.
A couple of pointers to note, are;
- ensure you have the Edit report templates permission, then
- add the new client report fields at Xero HQ level first; this'll make them available to add in your Report templates. Then, add the names of the directors at the client level.
We hope this helps you overcome the idea here, let us know if this doesn't quite accomplish what you're asking.
Stacie Shaw supported this idea · -
16 votesStacie Shaw supported this idea ·
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31 votesStacie Shaw supported this idea ·
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110 votes
An error occurred while saving the comment Stacie Shaw commentedIt's absolutely crazy that Xero don't have this level of granular security over payroll access. Surely a major risk for Xero as an organisation and terrible governance...
Stacie Shaw supported this idea · -
51 votesStacie Shaw supported this idea ·
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14 votesStacie Shaw supported this idea ·
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87 votesStacie Shaw supported this idea ·
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97 votes
Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.
While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂
Stacie Shaw supported this idea · -
22 votesStacie Shaw supported this idea ·
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219 votes
Hiya team, we understand the importance of being able to get ahead and create future tax forms in Xero. While work for this isn't underway just yet, we have plans to develop Company Tax Returns(CTR) for the future over the next 12 months. We know there are some in the idea here very much interested in Trust Tax Returns(TRT), however these will be further out, after CTR's.
We'll keep you updated on any progress of this in the idea here. Thanks
Stacie Shaw supported this idea · -
23 votesStacie Shaw supported this idea ·
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36 votesStacie Shaw supported this idea ·
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85 votesStacie Shaw supported this idea ·
Either replace the fax number field with mobile phone number field, OR to avoid issues with existing data in XPM, create a new mobile phone number-specific field that can be used (it's 2023, after all...)