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  1. AU Payroll - Option for Auto Super approval code sent to email instead of phone

    29 votes

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    11 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    Gaining Support  ·  AdminSophie Lewis (Admin, Xero) responded

    Hi Tayla. Thanks for sharing your idea for alternative methods to approve auto super batch payments.

    We've reviewed your idea and now it's up to the community to get behind and support it.

    In the meantime, both the current auto super approver and also the subscriber can change the auto super approver details, so if there is another user who could approve superannuation batches, this maybe a workaround if the current super approver is unable to.

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    Debbie Brauner commented  · 

    Not everyone is able to receive an sms code to approve super batches, particularly if overseas or in remote areas. Having the option to send the code to an email address would solve this for many clients.

  2. Report Templates | Copy - Client to practice, or client to client

    67 votes

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    25 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!

    As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.

    While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.

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    Debbie Brauner commented  · 

    We use custom P&L and Balance Sheet templates for our client - we need to be able to add these into management report packs, so much time gets wasted reformating these reports.