Settings and activity
8 results found
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71 votes
Hi team, as we continue to progress with improvements for 'Ready to start' our product team would love to engage with users that have voted for this here; to get more understanding of your setup, and give input on early designs.
If you'd be interested in meeting with the team you can book a time that works best for you through this link 🗓️ Thanks!
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173 votes
Thanks to everyone who's shared feedback here. Over time, the conversation has broadened from the original request: the ability to create custom-designed workpapers, similar to Classic Workpapers, with tailored calculation rows, sections and mapped account codes.
This is something we're actively exploring and will share another update soon. We’ll use this idea to track that broader customisation capability.
Requests for specific worksheets are best tracked separately:
- Inter-entity loan workpapers
- Division 7A loans
- Motor vehicle private use and FBT
- Franking credits - add payment dates
- Investment income
- Profit appropriation/distribution
Tracking these separately helps us understand interest, needs and use cases. Please make sure to add your vote to these if of interest, or start a new idea for a new one.
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Lillian Oh
commented
Agree with all comments below. there needs to be more flexibility to create workpaper templates and sections with specific mapped codes.
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27 votes
Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.
An error occurred while saving the comment Lillian Oh
commented
When moved to new Xero HQ screen - the "star" was completely removed without some form of ability to recover this or even some "custom field" to record this. We used this feature and now have redo this information all again for each of our groups. Would even be happy if we could revert to old screen for time to recover and then transfer this to new group listing. Team not happy!!
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36 votes
Thanks for your patience; it’s been a little while since you first raised this idea. I wanted to point you toward a similar request regarding granular payroll permissions: [Permissions: Payroll - Payroll admin limited access].
It’s clear that having precise control over who can access specific payroll areas would significantly improve how you manage timesheets and leave approvals.
To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
An error occurred while saving the comment Lillian Oh
commented
Yes agree - clients don't want our accountant staff names showing up when applying for leave...confusing and annoying for clients staff. Priority please!!!!
Lillian Oh
supported this idea
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13 votesLillian Oh
shared this idea
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97 votes
An error occurred while saving the comment Lillian Oh
commented
Yes, this is the way that reviewers would work through workpapers.
Lillian Oh
supported this idea
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408 votes
Thanks for the great discussion and all the votes on this idea. We know that without the ability to set specific leave approvers, it can be harder to keep governance clear, avoid self-approval and ensure requests go to the right person.
While we’re not planning to develop dedicated approval workflows in the near term, we want to share a tip that many have found useful. You can help streamline the process by guiding employees to select their direct manager from the approver list. While all payroll admins and leave approvers are listed, this step helps make sure requests reach the right person and keeps oversight clear.
Your feedback here is incredibly valuable for future planning and we’ll continue to keep an eye on this idea’s traction. We’ll keep it open for voting and will share any updates if plans change down the track.
Lillian Oh
supported this idea
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8 votesLillian Oh
supported this idea
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Agree, please remove "ready to start" from other entities in jobs. Also it shows for every job. We have jobs that are not compliance jobs and they show there too. Very confusing and also unnecessary, moreso as we can also see ALL "ready to start" in the Tax Manager tab.