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  1. Xero Sign - Change wording to "Click to review and sign" rather than "Click to sign"

    4 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Tina Andersen commented  · 

    We need to ensure this is review and sign, MYOB has this option and it informs clients to 'review' and 'sign'

    Xero has 'Your Activity statement is ready', clients have no indication that they need to do anything, therefore, their BAS is not getting lodged on time without constant chasing up.

    My Xero clients are asking NOT TO USE THIS SYSTEM becuase its confusing with the subject wording

  2. AU Payroll - Specify leave approver

    300 votes

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    72 comments  ·  For small businesses » Payroll  ·  Admin →
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    Tina Andersen commented  · 

    I cannot believe the XERO Development Team have not even considered this. Not all payroll admin should have access to approve leave or timesheets for all employees. We have our Accountants now annoyed that they are getting each and every Christmas holiday request, which is time consuming for them to have to delete.

    The user access module needs to be updated to allow additional levels and requests per 'payroll admin' very similar to how the rest of the system works. Considering that payroll would be the most confidential part of the account, Xero has left this wide open to anyone with 'payroll access' not smart !!

  3. Payroll: User Roles - Options to give permission to approve/decline leave and read only Payroll reports.

    121 votes

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    32 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand user roles and the permissions a user has across an organisation is important to many businesses. Right now, as some may have seen across other ideas I've updated - we have some research underway to help us better understand where and how we might best tackle the most predominant needs in roles. 

    To make sure we're getting a good scope across our products - we'd like to offer those interested in roles & permissions for payroll to join the research here. If you'd like to be a part of this, please fill in this short form here ✍️and our team will be in touch over the coming weeks. 🙂


    Just to set the expectation, the research and discovery for this project is likely to take a few months. Once outcomes are formed from the research, I'll be able to return and share what the next steps…

    Tina Andersen supported this idea  ·