Settings and activity
20 results found
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4 votes
Hi Alison,
We're grateful for your engagement and for this very specific and useful suggestion for reporting in Xero Practice Manager.
We've reviewed your idea to be able to filter reports by tax returns that have been lodged as 'Final' for a specific year, and it's now open to gain support from other community members. We can definitely see how this filter would streamline end-of-year processes and remove the need to keep manual lists for cross-checking and archiving clients.
Along with votes, other practices can now comment to share more details on how this reporting criteria would improve their own client management workflows.🙂
Lisa Favelle
supported this idea
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8 votes
An error occurred while saving the comment Lisa Favelle
supported this idea
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17 votes
An error occurred while saving the comment Lisa Favelle
commented
One simple 'Total Hours' field added at the bottom of the existing column please! Surely a simple addition. See image attached.
Lisa Favelle
supported this idea
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An error occurred while saving the comment Lisa Favelle
commented
Yes please! The inclusion of a 'total hours' column in the individual pay employee screen seems like a basic, commonsense inclusion that is missing! Ordinary hrs, leave, public holiday etc - so can be easily checked, without having to manually calculate all the fields.
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119 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
Lisa Favelle
supported this idea
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An error occurred while saving the comment Lisa Favelle
commented
Sometimes a client has changed their email address and not advised us, or there may be an issue with logging in to a certain account so they request it be sent to another instead. The fact that the whole pack that has already been complied and sent, can't just be resent, means extra time (that no one has) must to be spent to start the Doc pack all over again. These doc packs can often contain a long list of various document types, so it's often not a quick thing to do.
Also, the option to NOT send a cancellation notice to the client if a doc pack has to be cancelled, is something we identified as an issue from when we first started using Xero years ago. For various reasons, this may be necessary, and the cancellation messagejust confuses / concerns clients and results in follow ups to us to explain, as per Sonia Diacono's recent comment.
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31 votesLisa Favelle
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11 votes
Thanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here?
This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂
Lisa Favelle
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7 votesLisa Favelle
supported this idea
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393 votes
Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
Lisa Favelle
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18 votesLisa Favelle
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4 votesLisa Favelle
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An error occurred while saving the comment Lisa Favelle
commented
The ability to be able to report on (or at least filter on Returns page) by date sent for e-signing and/or marked as Out to Sign, would be very helpful.
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8 votesLisa Favelle
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16 votesLisa Favelle
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41 votesLisa Favelle
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306 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
Lisa Favelle
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83 votesLisa Favelle
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26 votesLisa Favelle
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103 votesLisa Favelle
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35 votesLisa Favelle
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302 votes
Great news team, work has been moving along well and I'm pleased to share our teams are developing the ability for employees to self-onboard by entering their own onboarding details within Xero Payroll in Australia.
We appreciate the extra admin and time this will take back for Payroll admins to be able to focus on the more critical payroll tasks. Currently in testing with a small group of users, I look forward to coming back with more details as we progress to release.
Lisa Favelle
supported this idea
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3 votesLisa Favelle
shared this idea
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We updated a client email address everywhere, and removed an old contact email. Due to some sort of glitch for recurring invoices, the next invoice was sent to the old contact. Apparently you have to delete the contact entity in the recurring invoice template and re-add it. This is obviously some sort of system glitch which should be rectified, why can't the template automatically update to send the invoice to the details listed on the current contact? Isn't that the most sensible way for it to work?