Settings and activity
6 results found
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75 votes
Hi community, we appreciate hearing your interest around the reports that would be useful for you to use in Report Templates.
We have decided to split the request for Payroll reports and the Tracking Summary report as it is unlikely these would both be added at once.
You'll find the new idea for the Tracking Summary report across here and this one will remain centered around Payroll reports.
We want to be honest that we don't have any plans at this stage for adding payroll reports to Report Templates. But, our product teams are aware of the interest surrounding this and we'll let you know if there is any progress on this idea.
Kyle Bethune
supported this idea
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30 votes
Thanks for your idea on BAS workpapers being something you would like to see in our future roadmap! Your suggestion is gaining support and aligns with our focus on continuous development. We appreciate feedback and ideas like yours help us shape improvements that benefit both our teams and customers. Please keep sharing your feedback and encourage others to add their support!
Kyle Bethune
supported this idea
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34 votes
An error occurred while saving the comment Kyle Bethune
supported this idea
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329 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
An error occurred while saving the comment Kyle Bethune
commented
This is critical from a fraud perspective. What's to stop an employee from changing a client's bank account details, receiving a refund, and then changing them back?
Kyle Bethune
supported this idea
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46 votes
An error occurred while saving the comment Kyle Bethune
commented
This is critical from a fraud perspective. What's to stop an employee from changing a client's bank account details, receiving a refund, and then changing them back?
Kyle Bethune
supported this idea
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34 votes
Hi everyone, thanks for your input on this idea. We can see it's been a while since we've provided you with an update do just wanted to let you know how it's going.
We've reviewed this idea and have moved it to Gaining Support status.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
Kyle Bethune
supported this idea
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It is the same as the Submit BAS permission. While we don't submit the BAS through Xero (we do it in XPM/Xero Tax) we do submit the TPAR and it is painful to log into each client that requires a TPAR and assign the permission one at a time for each user when a new staff member is added.