Settings and activity
39 results found
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24 votes
Xero Ideas at GT
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37 votesXero Ideas at GT
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65 votesXero Ideas at GT
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110 votes
An error occurred while saving the comment Xero Ideas at GT
commented
This causes issues where the user has inadvertently forgotten to change the option, and the ATO then sends mail to us when it should have gone direct to the client.
Xero Ideas at GT
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324 votes
Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.
We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here
Xero Ideas at GT
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12 votes
An error occurred while saving the comment Xero Ideas at GT
commented
Not having the year means that the form does not actually show the information being lodged, which is not acceptable.
This has become an issue for a particular client of ours where we had to show evidence that we lodged a CURNN for a particular year and that the client had signed that form, but the document did not show the year so it was useless.Xero Ideas at GT
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11 votes
Hi everyone, appreciate raising this with us.
Our product team has confirmed that these records are not deleted when an organisation is deleted, but they're moved into a hidden state. We're looking into how we can improve the storing of these within Xero HQ in future. If you need help with this in the meantime please contact our Xero support team via Xero Central.
An error occurred while saving the comment Xero Ideas at GT
commented
If this is true then this needs to fixed asap.
Xero Ideas at GT
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311 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
An error occurred while saving the comment Xero Ideas at GT
commented
This is basic function of a good CRM. It is critical to assist with many aspects including data cleansing and data quality, understanding what and why something in the system has occurred, and for security - for example so we can see who has changed bank account details and when.
Xero Ideas at GT
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24 votes
An error occurred while saving the comment Xero Ideas at GT
commented
This is a significant issue for us. Not only do we continue to pay for these subscriptions, but when we deactivate a staff member, they don't get removed from archived clients (including those we don't own). This is a risk issue.
A client should NOT be able to be archived with an active subscription. Alternatively, at least have the ability to report on these, showing who owns the subscription etc so we can address these in a timely manner. Reporting is currently not available via HQ or PM!!
Currently the only option is to manually go page by page in the Archived list - but this is not possible for us as we have 9,000+ archived clients.
Further, there is no audit trail to determine when a client was archived, by whom and why it was archived.
We could prevent staff from archiving by removing their client 'delete' access in XPM, but that creates a significant administrative burden on a small number of people to archive all clients including individuals and others who don't have an active Xero subscription attached. We are a large firm and this would not work for us.
All these are basic functions of a quality CRM, that provide practical and secure solutions. Yet they are missing in Xero.
Xero Ideas at GT
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37 votesXero Ideas at GT
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75 votes
Hi team, while this may be something we look to do in the future unfortunately we were not able to move along with the work the team had started exploring here.
We'll move to Accepted for now and if there are any updates I'll be back to share with you all. Thanks and continue to support this idea if it's something you'd like to see.
Xero Ideas at GT
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127 votesXero Ideas at GT
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25 votesXero Ideas at GT
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4 votesXero Ideas at GT
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456 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
An error occurred while saving the comment Xero Ideas at GT
commented
Role based security is fundamental to any user based system and is required to properly manage user access efficiently and effectively, particularly when there are hundreds of users.
Because there is no granular user security, we have many users who can access areas they don't need to. This is a risk issue and also creates additional work.
This function is required across all Xero modules including HQ.Xero Ideas at GT
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27 votes
Hi everyone, coming back across the idea here we wanted to clarify existing behaviour.
When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.
The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.
We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.
An error occurred while saving the comment Xero Ideas at GT
commented
This is a significant risk issue. Although we ask clients to never invite staff direct to their file, it always happens and we do not have any oversight of this.
Xero Ideas at GT
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11 votes
An error occurred while saving the comment Xero Ideas at GT
commented
Currently, we waste a lot of time trying to check this information due to the inability to report on this.
We also want the ability to remove these clients from certain reports. Having the ability to restrict access to the tax return, but their information shows on tax reports defeats the purpose of having any restriction.Xero Ideas at GT
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26 votesXero Ideas at GT
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16 votesXero Ideas at GT
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32 votes
An error occurred while saving the comment Xero Ideas at GT
commented
We have many duplicated client names across our offices and this causes a lot of confusion.
Xero Ideas at GT
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Would be beneficial to have this as a printing option that could be toggled on or off depending on the circumstances.