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24 results found

  1. Staff Report - Client & organisation access

    27 votes

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    9 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the engagement through this idea about managing staff access.

    To provide an update on how this currently works with the new unified staff and client experiences - When removing a staff member from your practice, the following organisation access is also removed:

    1. Linked to active clients
    2. Linked to archived clients
    3. Owned by the practice

    We're also looking into further enhancements to this flow to make the removal of org access optional. I'll share another update to confirm once this is implemented. Thanks

    Barbara Gailey supported this idea  · 

  2. Practice Manager | Client - Show age next to Date of Birth

    168 votes

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    14 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for the continued support of this idea, and providing added detail on why seeing age at a glance would be helpful in your workflows.

    We've looked into possible solutions to accommodate the needs here, however there's some work that'd need to be done to achieve this. With current focus on Xero Partner Hub release this isn't a feature that we've planned at this time. However, we'll continue to reassess and consider this in future planning. I'll share if there are any updates.

    Barbara Gailey supported this idea  · 

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

    100 votes

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    13 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

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

    27 votes

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    submitted  ·  4 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    Barbara Gailey shared this idea  · 
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