Settings and activity
41 results found
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17 votes
An error occurred while saving the comment 
Petra Main
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2 votes
An error occurred while saving the comment Petra Main
commented
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.
Petra Main
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22 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
commented
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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20 votesPetra Main
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28 votesPetra Main
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9 votesPetra Main
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27 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would like to add that it would be great to still see which clients belong to a group after the client and/or group has been archived.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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203 votes
Hey everyone, we thank you for the detailed feedback on improving how leave requests work for part-time employees in Australian payroll.
We understand the value of shifting the task of adjusting hours to employees, freeing up payroll administrators’ time for other priorities and we also appreciate the points raised around accuracy and compliance.
While we don’t have current plans to deliver exactly what’s been suggested here, our product team is continuing to focus on developing working patterns within AU Payroll. Based on what we’ve seen in other regions, this'll likely address many of the needs discussed here.
We’ll move this idea to Not in pipeline for now, but we’ll keep you posted on any updates that could help achieve what’s being asked.
Petra Main
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An error occurred while saving the comment Petra Main
commented
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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As we complete each client's Annual Compliance job we copy it to create a new job for next FY. At the beginning of the new FY we run a billing report showing what we billed the client last year for compliance and add a CPI increase to it, then enter that in as the budget against the jobs we have already created. Currently this is a manual and very time consuming task. It would speed things up substantially and make it a much more efficient process if we could import the job budgets.