Settings and activity
18 results found
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71 votes
Thanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.
Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.
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Stacie Shaw
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55 votesStacie Shaw
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90 votesStacie Shaw
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40 votesStacie Shaw
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32 votesStacie Shaw
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20 votesStacie Shaw
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13 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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46 votesStacie Shaw
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134 votes
Hi Community! Thanks for your active and on-going participation in this idea. The volume of comments and votes highlights how important more granular user permissions are for managing your payroll processes effectively.
Improving user permissions and providing greater control over sensitive data is a key area of focus for us. While we have no specific feature to announce today, your feedback is critical in shaping the future of this part of Xero.
Because of the clear need you've all highlighted and our desire to investigate this further, we're moving this idea's status to In Discovery.
During the discovery phase, our product team will be digging deeper into the core problems you’ve raised.
We appreciate your patience as we explore this. We'll be sure to update this thread when we have more to share. Thank you again for helping us understand what matters most to you.
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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99 votesStacie Shaw
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23 votesStacie Shaw
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14 votesStacie Shaw
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129 votesStacie Shaw
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115 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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38 votesStacie Shaw
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25 votesStacie Shaw
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46 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...)