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  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

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    Team Support commented  · 

    We have also discovered this to be a major problem with one of our staff leaving our practice recently. A report which could be exported to Excel of staff and the clients they have access to would be very helpful.

    Team Support supported this idea  · 

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

    28 votes

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    submitted  ·  5 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    Team Support supported this idea  ·