Settings and activity
12 results found
-
49 votes
Thanks for your feedback on bulk PDF export for Classic Workpapers. We appreciate you letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Forsyths Business Services
supported this idea
·
-
21 votesForsyths Business Services
supported this idea
·
-
162 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
Forsyths Business Services
supported this idea
·
-
337 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Forsyths Business Services
supported this idea
·
-
344 votes
Hi everyone, thanks for your continued feedback about managing working patterns for part-time employees.
We’re pleased to share that we plan to begin rolling out working patterns in AU Payroll later this year.
The first release will allow you to set a one-week work pattern for each employee. This pattern will automatically be used for leave and public holiday calculations in the pay run. At this stage, you’ll still need to update the employee’s pay template separately to reflect their standard working hours.
We plan to build on this foundation by connecting working patterns with standard hours in the pay run and supporting a broader range of working patterns. We’ll share more details as the first release gets closer.
Forsyths Business Services
supported this idea
·
-
520 votes
Thanks for your feedback about setting working days for part-time employees, everyone.
We’re pleased to share that working patterns are now in development, with the first release planned for later this year.
You’ll be able to set a one-week work pattern for each employee, which will automatically be used for leave and public holiday calculations in the pay run. For this first release, you’ll still need to update the employee’s pay template separately to reflect their standard working hours.
We plan to build on this by connecting working patterns with standard hours in the pay run and supporting a broader range of working patterns. We’ll share another update as the release gets closer.
Forsyths Business Services
supported this idea
·
-
27 votesForsyths Business Services
supported this idea
·
-
35 votes
We understand this is a feature practices may like to see. We'd like to get a gauge interest from beta participants that'd find this feature useful - Add your vote, share importance and any comments to share extra detail of how this would help your practice.
Forsyths Business Services
supported this idea
·
-
5 votes
Appreciate your feedback on the beta experience, Sarah. We'll start to get a sense of the interest from the idea here and I'll be sure to share if there are any updates planned for notification of permission changes.
Forsyths Business Services
supported this idea
·
-
33 votesForsyths Business Services
supported this idea
·
-
24 votes
Hi team, we appreciate hearing how it'd be helpful to see client ownership information at a glance.
We're working on a few additions to the client list including the ability to add Partner and Manager as optional columns. This will also include matching filter options to help practices find and manage client groups more efficiently.
Work is now underway, and we’ll share another update as this rolls out. 😊
Forsyths Business Services
supported this idea
·
-
39 votes
Hi community, thanks for letting us know the importance Partner and Manager visibility is for managing client access and your practices day-to-day work.
Our teams are currently developing Partner and Manager filters for the Client list, as well as making them available as optional columns, so you'll soon be able to quickly find clients and see responsibility at a glance.
I'll keep you updated on it's delivery here ✨
Forsyths Business Services
supported this idea
·
