Settings and activity
40 results found
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2 votes
An error occurred while saving the comment 
Petra Main
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21 votesPetra Main
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44 votesPetra Main
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39 votesPetra Main
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8 votes
An error occurred while saving the comment Petra Main
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I agree - it would save us countless hours if archived clients could remain attached to a client group. Sometimes we need to reinstate archived clients or carry out an administrative function relating to an archived group of entities and it is a protracted process when we need to manually find all the related entities that were originally grouped together.
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7 votes
An error occurred while saving the comment Petra Main
commented
Please reflect the XPM client grouping in Xero Blue for invoicing and statements.
Petra Main
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18 votesPetra Main
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28 votesPetra Main
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8 votesPetra Main
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26 votes
An error occurred while saving the comment Petra Main
commented
I would like to add that it would be great to still see which clients belong to a group after the client and/or group has been archived.
Petra Main
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20 votesPetra Main
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17 votesPetra Main
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38 votes
Thanks for sharing with us through product ideas here, everyone. Our team are currently doing some work in this space which once released will accomplish what you're after here. I'll shift to working on it and will be back to share once the changes are live.
Petra Main
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9 votes
An error occurred while saving the comment Petra Main
commented
When creating custom reports in XPM it would be great to then be able to share a link to the report.
Petra Main
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201 votes
Thanks for your feedback and interest in the idea here. We appreciate the desire for being able to enable employees to make these changes themselves.
While this is something the team will continually review as they keep developing Payroll for Australia, we want to be open that this is not in the direct plans atm.
If there are any changes or progress for developing this we'll be sure to come back and update you on this, here.
Petra Main
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An error occurred while saving the comment Petra Main
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We have a part time employee who works 5 hours 12 minutes per day x 5 days
When she submits leave via the Xero Me app, if she puts in multiple days eg Monday 19 Feb to Wed 21 Feb it will calculate her leave as 3 full days instead of 3 x 5.2 hours.We have another employee who works 4 full days and one half day on Fridays
If she submits leave that includes a Friday it calculates the Friday as a full day of leave instead of half a day.It would be great if Xero would allow customised hours to be set up for part time employees.
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5 votes
An error occurred while saving the comment Petra Main
commented
We would like to be able to add the Partner from XPM to the invoices when they go through to Xero blue so we can filter and report on invoices by partner, for example to filter outstanding invoices by partner.
Petra Main
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1 votePetra Main
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85 votes
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
An error occurred while saving the comment Petra Main
commented
It would also be great if we can add custom relationships. For example, we have clients who are perhaps the executor or power of attorney for another client, but we can’t add that relationship.
Petra Main
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8 votes
Great to hear you're expanded thinking on the Groups here, Melanie.
It'd be good to get a sense of interest in each separately.
I've slightly changed the title of your idea here and welcome to add others for the other ideas you think of around this. 🙂
Petra Main
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42 votesPetra Main
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We create a new compliance job for the next FY upon completion of the current compliance job, for capacity planning and scheduling purposes. But we need to reconcile that against the Lodgement report to ensure we haven't missed any clients. Currently that's a very manual task, but would be much more efficient if the Income Tax Client Report had a field showing the active compliance jobs. Thanks.