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29 results found

  1. Practice Manager | Staff Permissions - Security Groups

    10 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Zoe Giles-Jones commented  · 

    Yes! How is this not already a thing

    Zoe Giles-Jones supported this idea  · 

  2. Xero Practice Manager: Report on which staff can access client tax returns.

    9 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Zoe Giles-Jones supported this idea  · 

  3. Seperate Permissions for Xero Tax

    22 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Zoe Giles-Jones shared this idea  · 

  4. Xero HQ | Permissions - Bulk change staff permissions

    25 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Zoe Giles-Jones supported this idea  · 

  5. AU Tax | Report Builder - More specific fields

    2 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Zoe Giles-Jones shared this idea  · 

  6. Bank Rules - Set Reference to Custom Text

    29 votes

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    submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Zoe Giles-Jones commented  · 

    Surely this would be so easy to set up - cant believe this is still open since 2015!

    Zoe Giles-Jones supported this idea  · 

  7. XPM - Replace the fax number field with mobile phone number

    64 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Zoe Giles-Jones supported this idea  · 
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    Zoe Giles-Jones commented  · 

    Please update this. We sync from GreatSoft (MYOB) always has a mobile number and never a fax

  8. Xero HQ | User Roles - Copy client access from one staff to another

    20 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Zoe Giles-Jones commented  · 

    Yes, this would save so much time, esepcially as we have permissions based on certain roles in the company.

    Zoe Giles-Jones supported this idea  · 

  9. User access - Administrators HQ access to client files

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Zoe Giles-Jones shared this idea  · 

  10. AU Tax | Fringe Benefit tax - Comparisons

    14 votes

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    3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Zoe Giles-Jones commented  · 

    Yes, would love the comparative function to be on FBT returns and not just ITRS. Also need comparative on the schedules on ITRS too!

    Zoe Giles-Jones supported this idea  · 

  11. Xero Tax AU - Add Compare Functionality to schedules

    2 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Zoe Giles-Jones shared this idea  · 

  12. Tax returns - Default print order layout for all return forms

    8 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Zoe Giles-Jones shared this idea  · 

  13. 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. 🙂

    Zoe Giles-Jones supported this idea  · 

  14. Xero HQ - Notification when a return is rejected by the ATO

    23 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Zoe Giles-Jones supported this idea  · 

  15. XPM - Add multiple email addresses for client

    357 votes

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    25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.

    This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.

    Zoe Giles-Jones supported this idea  · 

  16. Staff Report - Client & organisation access

    23 votes

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    7 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, coming back across the idea here we wanted to clarify existing behaviour.

    When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.

    The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.

    We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.

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    Zoe Giles-Jones commented  · 

    Please give this functionality. We also have this issue and clients come to us months later asking why this user still has access, months after he has left the firm. And for us advisors, we shouldn't have to leave this for our clients to action.

    Zoe Giles-Jones supported this idea  · 

  17. Comparative on all reports

    2 votes

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    1 comment  ·  For accountants & bookkeepers  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Sorry Zoe, just trying to understand the page you're referring to here - When you say 'on the first page', is this within a specific report that you're running at present? 

    Are there particular reports you'd find most useful to add comparatives too? Thanks

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    Zoe Giles-Jones commented  · 

    Hi kelly. Sorry for the long delay in reply. Advisor reports - financial statements. When im on the first page of the our financial report and i select to have no comparison year, when i go to the second page, it defaults back to showing the compare to 1 year. Would be good to be able to apply to all pages when selected form the first page

    Zoe Giles-Jones shared this idea  · 

  18. Reporting - Option for selective printing (similar to XPM)

    6 votes

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    3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Zoe Giles-Jones commented  · 

    Hi Kelly, Financial reports but any advisor reports this would be great

    Zoe Giles-Jones shared this idea  · 

  19. Report Templates - Bulk update

    1 vote

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Zoe, have made a slight change to the title of your idea here - sounds like this would be within Report templates for a clients org but do let us know if something a bit different you're referring to here. 🙂

    Zoe Giles-Jones shared this idea  · 

  20. Dashboard - Ability to add sticky notes/notes

    151 votes

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    submitted  ·  37 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Zoe Giles-Jones supported this idea  · 
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