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  1. XPM - Apply Access Restrictions to Client tab

    42 votes

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    submitted  ·  20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jennifer Cheng commented  · 

    This is a very import feature & majority of the software should have it, we look forward for a software that allows us to freely allocate access for different clients, different tax access to partners & staff at our choice. But the functions now in Xero Tax & even XRM not making sense, staff are either getting all clients details viewing rights or none, only difference is viewing tax returns. Clients details are confidential information, not sure why Xero's default setting is viewing all clients details once invited staff...This function is very important & very basic, you are partner with BGL, BGL have this function from the very start. Disappoint... after one year of Andy's posting, there is still no change/updates to this.

  2. Xero Tax - Import and export tax returns

    5 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Jennifer Cheng shared this idea  · 

  3. Report templates - Support General Purpose Financial Report (GPFR) templates

    28 votes

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    submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jennifer Cheng shared this idea  ·