Settings and activity
13 results found
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11 votes
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Katrina Rogers
supported this idea
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6 votes
Thanks for sharing your feedback with us!
We appreciate you taking the time to let us know what changes matter to you.
Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.
Katrina Rogers
supported this idea
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296 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
Katrina Rogers
supported this idea
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20 votes
Thanks for letting us know the changes that'd improve your experience managing your practice on Xero. We recently announced Xero Partner Hub at Xerocon, which will deliver many improvements that our customers have been asking for. This includes the ability to customise columns shown on your Client lists, so you can see the most valuable information to help you manage your clients.
Get to know about the Xero Partner Hub on our website, and I'll be back to share as this experiences rolls out to partners.
An error occurred while saving the comment Katrina Rogers
commented
Customising the client list columns would be a benefit!
Katrina Rogers
supported this idea
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17 votes
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946 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
Katrina Rogers
supported this idea
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34 votesKatrina Rogers
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43 votesKatrina Rogers
supported this idea
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22 votesKatrina Rogers
supported this idea
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12 votes
Hi everyone, appreciate the feedback on the idea here. Being open we don't have any immediate work planned for this.
However, I also wanted to highlight with differing needs and regulation our payroll products are developed separately for region specifically. We try to keep the ideas regionally separated in community here as it helps when feeding back to the team and also in keeping customers updated.
That said we have a separate idea for this similar feature in AU Payroll and I've added any voters from AU to that idea to keep updated there.
Katrina Rogers
supported this idea
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49 votesKatrina Rogers
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450 votesKatrina Rogers
supported this idea
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76 votes
Appreciate your input here, everyone. Our team has looked into this idea to better understand the needs and complexities involved, however they don't have any concrete plans for it just yet.
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
An error occurred while saving the comment Katrina Rogers
commented
This function is needed.
Katrina Rogers
supported this idea
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Please make this an option