Settings and activity
19 results found
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63 votes
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Stacie Shaw
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48 votesStacie Shaw
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84 votesStacie Shaw
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40 votesStacie Shaw
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28 votesStacie Shaw
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19 votesStacie Shaw
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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
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17 votesStacie Shaw
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43 votesStacie Shaw
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120 votes
Hi community, we understand user roles and the permissions a user has across an organisation is important to many businesses. Right now, as some may have seen across other ideas I've updated - we have some research underway to help us better understand where and how we might best tackle the most predominant needs in roles.
To make sure we're getting a good scope across our products - we'd like to offer those interested in roles & permissions for payroll to join the research here. If you'd like to be a part of this, please fill in this short form here ✍️and our team will be in touch over the coming weeks. 🙂
Just to set the expectation, the research and discovery for this project is likely to take a few months. Once outcomes are formed from the research, I'll be able to return and share what the next steps…
An error occurred while saving the comment Stacie Shaw
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It'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
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79 votesStacie Shaw
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19 votesStacie Shaw
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14 votesStacie Shaw
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101 votesStacie Shaw
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109 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
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23 votesStacie Shaw
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270 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
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23 votesStacie Shaw
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44 votesStacie Shaw
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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...)