Settings and activity
8 results found
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236 votes
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Susan Mukumi
supported this idea
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21 votes
An error occurred while saving the comment Susan Mukumi
commented
Our legacy system had this and was invaluable, as we have had several third parties whom have also required this information. It would be extremely useful to have this as a default in XPM at the time of creating a client card, which can be updated (if needed).
Susan Mukumi
supported this idea
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21 votesSusan Mukumi
supported this idea
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297 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Susan Mukumi
supported this idea
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87 votes
Hi everyone, right now the only way to edit a cover page in Xero is when you're publishing the report template.
Then you can change the Title, Date and Prepared by options. To further change the cover page, you can export the report template to a PDF file and customise it using a PDF editor. This would also be an option for editing the page numbers
We made some changes in Report styles for our new reports in 2021, though this is only for practice users - They now have the option to choose from four font sizes, and can add a text watermark to exported draft and published reports.
We don't have plans to develop this functionality further in Xero atm, but we'll keep you updated if our plans change.
An error occurred while saving the comment Susan Mukumi
commented
Our firm would definitely like to be able to have our page numbers on the right on our reports contents page and not the left, where it currently looks like we have dot points that are not in consecutive order.
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55 votesSusan Mukumi
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19 votesSusan Mukumi
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63 votes
Hiya everyone, as you may have seen we've released a new version of the Payroll Activity Summary report for AU and UK versions of Xero payroll. While it's still not possible to select multiple individual employees to run in this report, what you can do is run the report for an Employee group.
At this time we don't have plans for developing the ability to select and run the report for multiple employees, however we'll continue to track this here and update if there's any progress.
An error occurred while saving the comment Susan Mukumi
commented
Ability to show selected group and employee names in headers on payroll reports would be a great help. I lodge payroll tax for multiple states (aka "groups") and would like to know which report is which after printing, without having to re-check Xero.
Susan Mukumi
supported this idea
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We utilise the client groups in Xero Blue's contact list, but are unable to generate a debtors statement by those groups, without having to tick each individual card separately in a statement run. It would be helpful to be able to view and generate statements by our existing groups.