Settings and activity
2 results found
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17 votes
Hi team, we appreciate wanting to be able to see this information more readily available. While we continue to get a sense of the interest in this through the idea we'll let you know here if there are any changes planned.
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Michelle Zielke
supported this idea
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311 votes
Hi everyone, another update as we lean into the end of year I'm happy to let you know that this feature has now moved into a beta with a small group of users.
We look forward to sharing next steps on it's release in the new year!
An error occurred while saving the comment Michelle Zielke
commented
Please introduce an employee onboarding feature so that information critical to the employee setup like superannuation fund details, DOB and bank account details via a secure online portal (Xero Me) as well as the TFN declaration. I understand that this feature is available on other platforms. As my clients expand their own businesses onboarding new employees for them is currently not reliable as the employee may not provide all of this information together OR it is provided in a manner which does not meet data security standards for this type of information.
Michelle Zielke
supported this idea
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I need this for my practice. It is a point of confusion and debate amongst staff on how best to record a client who:
1. Prefers to be called by their middle name, or something else entirely
2. Clients of non-English speaking background who have adopted nicknames
3. Clients of non-English speaking background where we want to show a Phonics-style pronunciation of their name