Settings and activity
33 results found
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1 vote
Thanks for taking the time to share this feedback with us.
We understand how frustrating it is to have to remove the tel: prefix each time you want to copy a phone number. Being able to copy just the phone number as well as copy the full link directly from the client record would be a helpful improvement and would make this workflow much smoother.
We’ve moved this idea to Gaining Support so we can better understand how many customers this would help and the impact it’s having on day-to-day use.
Thanks again for raising it and sharing how this would improve your experience.
Petra Main
shared this idea
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4 votes
Hi Petra, appreciate your suggestion here. We understand that having key client details available while reviewing tax reports can help keep your workflow moving.
The suggestion here is to add client phone and mobile number fields as separate columns in tax reports, so you can quickly access contact details without switching between screens.
For now, you can use the Contacts list alongside your report or export your data if you need to combine client details. While this doesn’t provide the same in-report view, it can help streamline your process.
We’ve updated this idea to Gaining Support so we can continue tracking interest and gather feedback from accountants and tax agents on how this could improve reporting workflows.
Petra Main
shared this idea
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26 votes
An error occurred while saving the comment Petra Main
supported this idea
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23 votesPetra Main
supported this idea
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55 votes
Hi team, we'd like to provide an update here as there is work underway that will help met the requests here.
Right now, our team are developing a feature that helps you get paid without you needing to step in.
Once released you'll be able to turn this on for preferred contacts. JAX will monitor and build a personalised plan to chase customers at the right moment. This means some customers will receive a consolidated statement as asked here, meaning they aren't receiving multiple emails at once.
Sign up and register your interest now 🙂 I'll come back to share as this feature goes live.
Petra Main
supported this idea
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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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9 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
shared this idea
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26 votesPetra Main
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49 votesPetra Main
supported this idea
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41 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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31 votesPetra Main
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17 votesPetra Main
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10 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
supported this idea
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222 votes
Hi everyone, thanks for your feedback and for sharing your experiences with leave requests for employees who work non-standard hours.
Later this year, we plan to release the first stage of Working Patterns in AU Payroll.
This will allow users to set a one-week work pattern for each employee, which will automatically be used for leave and public holiday calculations in the pay run.
This initial release will establish the foundation for supporting a broader range of working patterns in the future, including more complex or changing schedules.
We’re moving this idea to Accepted while we explore how leave requests could work for these employees. Please continue sharing your specific scenarios, as they’ll help inform how we develop this functionality.
Petra Main
supported this idea
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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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198 votes
Hi team, as we continue shaping our product plans, we wanted to come back with an update here. While this is something we may revisit in the future, we want to be transparent that there are no plans to develop additional custom relationship types this year.
We’ll continue to keep an eye on the level of support for this idea, but we also wanted to be upfront with you now. If anything changes, we’ll be sure to share a further update.
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
supported this idea
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9 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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52 votesPetra Main
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31 votesPetra Main
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17 votesPetra Main
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39 votesPetra 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.