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25 results found

  1. Staff Report - Client & organisation access

    27 votes

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    8 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, coming back across the idea here we wanted to clarify existing behaviour.

    When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.

    The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.

    We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.

    Barbara Gailey supported this idea  · 

  2. Practice Manager | Client - Date of Birth

    158 votes

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    14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all your inputs and support in this idea so far. 

    💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business. 


    If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here. 

    Barbara Gailey supported this idea  · 

  3. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    97 votes

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    12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Barbara Gailey supported this idea  · 

  4. NZ Payroll | Timesheets - Ability to import from csv

    25 votes

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    submitted  ·  4 comments  ·  For small businesses » Payroll  ·  Admin →
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    Barbara Gailey shared this idea  · 

  5. XPM - Add multiple email addresses for client

    385 votes

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    27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

    As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

    One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

    We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…

    Barbara Gailey supported this idea  · 
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