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  1. XPM - Further Staff Access Options for Managing Invoices in XPM

    2 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Joe Fooks shared this idea  · 

  2. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    92 votes

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    10 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Joe Fooks commented  · 

    Great idea, would love to see more granularity in staff access. Would like this to extend to restriction of editing client bank account details as well if staff have edit access.

    Joe Fooks supported this idea  · 

  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…

    Joe Fooks supported this idea  · 

  4. Notification | Xero Tax - Email when a return goes to Error tab

    109 votes

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    14 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.

    While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂

    Joe Fooks supported this idea  ·