Settings and activity
5 results found
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93 votes
Hi everyone, we appreciate how quickly this idea has picked up traction from the community here.
As you've likely heard through other communications we're in the midst of rolling out a unified Client experience as part of our wider Xero Partner Hub.
With the new Client experience you can now;
- Create a client without a TFN, as the Create Client flow has been updated to capture only the basic details
- The TFN can be added later by clicking Edit once the client is created.
- If you do try add a TFN that already exists on an archived client, an error message is displayed - you can get a view of what this looks like in my attachment
Thanks again for sharing with us here and I'll be back to confirm when this new experience is live to all practices.
Meg Eupene
supported this idea
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75 votes
Hi everyone, thanks for your input on this idea. We can see it's been a while since we've provided you with an update do just wanted to let you know how it's going.
We've reviewed this idea and have moved it to Gaining Support status.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
Meg Eupene
supported this idea
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24 votes
Just a quick update on this XPI. While it's not possible to adjust the TOIL leave pay item to mark it as exempt from SGC as suggested, we can suggest an alternative approach that may assist.
If you use the Cashed Out option when raising a leave request for TOIL, it will be reported as Overtime and SGC not accrue on the leave taken.
Let us know if there are any circumstances where this approach wouldn't be suitable for your situation.
An error occurred while saving the comment Meg Eupene
supported this idea
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184 votes
Hi everyone, thanks for sharing your thoughts on this! With Payday Super legislation now active, superannuation contributions align directly with regular pay runs. Because of this shift to real-time processing, quarterly due date reminders are no longer necessary.
To assist with compliance under the new legislation, we have added reminder prompts directly to the super payment page to highlight which accruals are at risk of being late.
As a result, we won't be moving forward with quarterly reminder updates for this request. We really appreciate everyone’s feedback on this topic, please continue to share your ideas on how we can keep improving your Xero experience!
Meg Eupene
supported this idea
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311 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
Meg Eupene
supported this idea
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My team all uses TOIL and I dont want to pay SGC if not required.