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4 results found

  1. Staff Report - Client & organisation access

    27 votes

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    9 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the engagement through this idea about managing staff access.

    To provide an update on how this currently works with the new unified staff and client experiences - When removing a staff member from your practice, the following organisation access is also removed:

    1. Linked to active clients
    2. Linked to archived clients
    3. Owned by the practice

    We're also looking into further enhancements to this flow to make the removal of org access optional. I'll share another update to confirm once this is implemented. Thanks

    Craig Stevens supported this idea  · 

  2. Xero HQ | Document Packs Email Templates - Ability to edit

    60 votes

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    submitted  ·  12 comments  ·  Practice tools  ·  Admin →
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    Craig Stevens supported this idea  · 

  3. Ask Queries - Automated reminder notification

    18 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    Craig Stevens supported this idea  · 

  4. Practice Manager: Job Costs - Ability to move to another job

    48 votes

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    submitted  ·  15 comments  ·  Practice tools  ·  Admin →
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    Craig Stevens commented  · 

    Agree completely with this process being added. Would be great to have the same process as moving timesheets.

    Craig Stevens supported this idea  ·