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3 results found

  1. Practice Manager - Bulk update ITR due dates within tax return

    10 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Katie Lucas supported this idea  · 

  2. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    110 votes

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    17 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for sharing your feedback on permissions here. We really appreciate the strong interest in this area.

    With the new client and staff experience, some of you may have already seen the updated Client permissions, which help address part of this need. We’ve also recently introduced a change that allows staff with view-only access to create and edit notes, which also reflects some of the feedback raised.

    To be transparent, we don't have any plans in the near term to enable staff to edit contact groups or relationships without full edit access. As the team continues to develop the practice experience, they’ll keep monitoring feedback in this area, and if anything changes we’ll be sure to share an update here.

    Katie Lucas supported this idea  · 
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    Katie Lucas commented  · 

    In order to do tax returns you need to edit relationships so this enhancement would benefit us greatly as well to allow efficient preparation of tax returns.

  3. AU Tax - Report to show ATO due date and suspended date

    11 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Katie Lucas shared this idea  ·