Settings and activity
1292 results found
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15 votes
Freya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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3 votes
An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
commented
@Kelly I just opened, from the email link, a bill that is scheduled to be paid by the client that I am currently logged into with Advisor privileges. When I click the link in the top left to go to a list of outstanding bills, it requires me to log in (to the client I am logged into in the next tab over, but that's another problem) and then tells me I don't have permission to view it. I've attached screenshots.
Freya Pieroz
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6 votes
Grateful for your detailed suggestion for this idea, Jemma.
We've slightly adjusted the title of the idea to allow other community members to easily find and support this idea.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero. We'll keep an eye on the engagement here.
Freya Pieroz
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16 votes
Hi Vicki, we're grateful for your detailed suggestion of how to improve the validation error linking and highlighting experience in AU Tax.
We'll continue to monitor the level of support this idea receives from the community. Thanks again for your contribution.
Freya Pieroz
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43 votesFreya Pieroz
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9 votes
Hi everyone, appreciate the feedback here. As you may have noticed we have made some changes to the Contact field within new invoicing over the past few months to improve the experience.
When entering a contacts name, the contact's shown are results from your existing contact record.
As a start to help with cleaning up contacts that have been created in error you can either edit contact records, or merge contacts that may have been created as duplicates in error. This will help limit the number of contacts that are appearing in results when you type a contacts name on an invoice.
Freya Pieroz
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8 votesFreya Pieroz
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17 votesFreya Pieroz
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4 votes
Thanks for sharing this idea with the community. We can understand why being able to add specific wording to the client declaration would be useful.
This idea is open for voting and comments from the community, and we'll be keeping an eye on its progress to gauge interest.
In the meantime, while it's not possible to edit the declaration on the return itself, you can add your own custom text and disclaimers to a cover letter that you send with the tax return. This might help you manage the risk you mentioned.
You can learn how to create your own templates for this here: Customise the cover letter for a tax return.
Freya Pieroz
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3 votes
Hi Christine, just making sure I understand what you'd like to see here. Would this be to sort all organisations you have access to from your My Xero page ordered by the # of unreconciled items ?
Freya Pieroz
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2 votesFreya Pieroz
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2 votes
Hi Alli, we're grateful for your engagement and letting us know the changes that matter to you.
Our Community team has reviewed your idea, and it is now classified as Gaining Support. Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.
To make the idea easier for others to find and vote for, I have updated the title to align with our naming conventions.
Thanks again for your engagement!
Freya Pieroz
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4 votesFreya Pieroz
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11 votesFreya Pieroz
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24 votesFreya Pieroz
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13 votesFreya Pieroz
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2 votesFreya Pieroz
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27 votesFreya Pieroz
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An error occurred while saving the comment Freya Pieroz
commented
Possibly having the ability to use whatever biometrics are set up on your device would be better? I don't have FaceID set up, because I can open my mother's phone (and that's a security risk with regards to client data), but I do have fingerprint log in set up.
An error occurred while saving the comment Freya Pieroz
commented
I admit I wouldn't use this myself - I don't have FaceID on my phone because my mum could accidentally unlock my phone if it were enabled - but other people should have this ability.
I still can't see the outstanding supplier invoices either - all my clients get their bills sent to a generic accounts email address, to ensure their bus quotient is >1. That means that ONLY someone logged in to Xero under that generic email address can view the list of outstanding bills that the supplier sends the link to - but NONE of us are logged in with that generic address, because it's generic, and basic information security and the audit trail require us to log in using our own individual log ins with MFA using our own devices.
(Bus quotient or bus factor is the number of people who need to get hit by a bus before the business can no longer function properly. At the moment, for example, the superannuation authorisation limits give us a bus quotient of 1)