Settings and activity
11 results found
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1 vote
Hi Rebecca, thank you for this valuable feedback on user access in Workpapers.
We can certainly see your point. The current 'Standard' and 'Admin' levels can be too broad, often requiring you to give staff higher access than necessary just to perform routine tasks like setting up a new workpaper file.
Your suggestion to introduce more refined user roles that better reflect the actual work your staff are involved in is a great solution to improve both workflow and security.
We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how more granular user roles could improve their practice's efficiency.🙂
Rebecca Johnson
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1 vote
Hi Rebecca, thanks for this great idea about centralising user management for Workpapers.
We understand that having to manage staff access separately in Workpapers instead of in one central place like XPM or Xero HQ creates extra administrative work. Your suggestion to integrate Workpapers user management so you can control all practice staff access from a single location makes perfect sense.
We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how this feature could improve their practice's efficiency and user management workflow.
Rebecca Johnson
shared this idea
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9 votes
An error occurred while saving the comment Rebecca Johnson
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153 votesRebecca Johnson
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2 votesRebecca Johnson
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18 votesRebecca Johnson
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2 votes
We appreciate your feedback, Julia. Our new streamlined plans are designed to provide easier access to the tools to help run your business efficiently. That means more key features included, with fewer add-ons to navigate. We consider many factors when rolling out changes like this and that includes understanding the nuances of a particular market and customer needs.
If there is something particular with other features across Xero that'd help improve your experience I'd recommend voting on the individual product ideas. Our product teams are regularly reviewing and make changes based on our community's feedback here.
An error occurred while saving the comment Rebecca Johnson
commented
With due respect Kelly. As a Xero Partner I have missed out on at least 80% potential new clients in the last 2 months and new Xero customers due to the new pricing structure and I have one client who is delaying moving from FreeAgent until you sort this out.
The conversations now revolve around how many people will be on the payroll, whereas previously it was does the client need multicurrency. They do not revolve around any other functionality.
The new price plan means that many Limited Company directors will not choose Xero as their first software. The changes in NIC next year will mean that Xero is even less palatable
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2 votesRebecca Johnson
shared this idea
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44 votes
An error occurred while saving the comment Rebecca Johnson
commented
Account Transactions Report - Please add "Created Date" Column option to the Accounts Transaction Report
Currently "Created Date" is only an option on "Payable Invoice" and "Receivable Invoice" reports.
This can make it much more difficult to audit certain areas such as VAT to reconcile historic periods where late postings have been made.https://www.loom.com/share/f93d6391e5754c328f28ffe88f92ff7b?sid=30cc2cbf-9352-46ac-922d-f11939ed5242
Rebecca Johnson
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50 votes
An error occurred while saving the comment Rebecca Johnson
commented
This is critically important. From a GDPR perspective no business owner should be giving certain Employees Payroll Admin access to ALL employees just to allow those supervisors, managers or PA's to approve timesheets on certain employees.
Giving those supervisors, managers or PA's unnecessary access to employment and employee data may not be deemed appropriate, exposing the Business Owner to risk of GDPR infringement litigation, fines and penalties.
It also looks like this feature is already available in Xero Australia, so it surely can't be too difficult to add to the UK.
Rebecca Johnson
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30 votes
An error occurred while saving the comment Rebecca Johnson
commented
I was going to raise this myself. As it has not been acted on yet, perhaps it is not understood, So I will endeavour to explain it from a different direction.
Payslips currently have Draft and Posted flags, to indicate their progress.
Please can you add a Sent flag when the payslip has been emailed, so the progress flags are Draft, then Posted, then Sent.
This would allow us to check that payslips have been sent out and prevent client frustration should the task be overlooked.
In terms of best practice, I would also love notes to be added below the payslip to confirm, when and who completed each stage, but I think the first step of creating the "Sent" stage is the most important improvement.
Rebecca Johnson
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I'm surprised this 2022 request hasn't been acted on yet. I raised a Support Case on this point this month as I really want to use XPM more effectively in my practice. The Support Team confirmed that as yet (May 2025) there was no integration between XPM Timesheet data and Xero Payroll. This is a major pain, as it detracts from using Xero XPM for timesheets and increases the number of softwares that Staff need to interact with in performing their roles. Currently I'm using Xero Projects for time recording, but as I don't share the Practice accounting data with my staff, and due to limitations in the User Permission options, staff have to retain an additional personal email Xero login for Xero Projects only for time recording. This again is a bit overly complex, which affects staff satisfaction. However by doing it this way, I can then easily pull the timesheet data across to Xero Payroll from Xero Projects by the touch of a button, rather than risking manual error when transferring data from XPM. It would certainly be far easier if timesheet data from XPM integrated directly to Xero Payroll. Please can you ensure this is on the XPM Development Roadmap