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  1. 47 votes

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    Hi community, though we appreciate the interest and would like to continue seeking feedback on being ale to clock in and out times on timesheets, to share an update from us here - this isn't something we have planned in the short term.

    Our team will continue to review the ideas on these forums and I'll be sure to let you know if there are any changes for this to share. Thanks

    Katina Grieff supported this idea  · 
  2. 12 votes

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    Katina Grieff commented  · 

    We want to move to e-invoicing but cannot without this feature

    Katina Grieff supported this idea  · 
  3. 13 votes

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    Katina Grieff supported this idea  · 
  4. 44 votes

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    Hi community 👋

    Thanks for sharing and supporting this idea - while I don't have an update specific to this idea, I thought you might be interested in the following:

    Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to create an AU payroll reporting pack is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!

    They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.

    The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.

    They aim to discover:

    • Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
    • Whether this conceptual solution…
    Katina Grieff supported this idea  · 
  5. 60 votes

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    Hi community, we appreciate hearing your interest around the reports that would be useful for you to use in Report Templates.

    We have decided to split the request for Payroll reports and the Tracking Summary report as it is unlikely these would both be added at once.

    You'll find the new idea for the Tracking Summary report across here and this one will remain centered around Payroll reports.

    We want to be honest that we don't have any plans at this stage for adding payroll reports to Report Templates. But, our product teams are aware of the interest surrounding this and we'll let you know if there is any progress on this idea.

    Katina Grieff supported this idea  · 
  6. 78 votes

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    Hi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.

    However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.

    I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!

  7. 148 votes

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    Katina Grieff supported this idea  · 
  8. 57 votes

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    Katina Grieff supported this idea  · 
  9. 6 votes

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    Katina Grieff supported this idea  · 
  10. 15 votes

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    Katina Grieff supported this idea  · 
  11. 10 votes

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    Katina Grieff supported this idea  · 
  12. 14 votes

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    Katina Grieff supported this idea  · 
  13. 6 votes

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    Katina Grieff commented  · 

    It would be great to be able to create templates emails for sending stuff from XPM. Currently you can only include a standard signiture.

    Katina Grieff supported this idea  · 
  14. 43 votes

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    Katina Grieff supported this idea  · 
  15. 47 votes

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    Katina Grieff commented  · 

    Have the capability to transform a newly established task into a repeating job, as well as revise a recurring task to reflect modifications made to a job generated from the recurring assignment.

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    Katina Grieff commented  · 

    Have the capability to transform a newly established task into a repeating job, as well as revise a recurring task to reflect modifications made to a job generated from the recurring assignment.

    Katina Grieff supported this idea  · 
  16. 5 votes

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    Katina Grieff shared this idea  · 
  17. 71 votes

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    Katina Grieff supported this idea  · 
  18. 25 votes

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    Katina Grieff supported this idea  · 
  19. 15 votes

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    Katina Grieff supported this idea  · 
  20. 16 votes

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    Katina Grieff supported this idea  · 
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