Settings and activity
39 results found
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138 votes
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Xero Ideas at GT
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144 votesXero Ideas at GT
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19 votesXero Ideas at GT
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20 votes
An error occurred while saving the comment Xero Ideas at GT
commented
Enterprise grade single sign-on (SSO) capability is required. Not having this capability represents a significant risk of inappropriate access to client data. It also increases the administration cost of administering new staff and leaving staff.
Xero Ideas at GT
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31 votesXero Ideas at GT
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110 votes
An error occurred while saving the comment Xero Ideas at GT
commented
Currently, to be able to access Payroll reports, we need to give staff full access to the client's Payroll system, due to the lack of security options available in this area. This is a significant risk issue. We should not be giving our staff access to client’s payroll due to privacy and risk issues. The payroll system contains personal information about the client’s employees, including TFNs and DOB, which we do not need to perform our services. Further, access to Payroll allows staff to perform pay runs, change employee bank account details etc.
Xero needs more detailed security in this area to allow staff access to certain payroll reports, without access to the full payroll system.Xero Ideas at GT
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33 votes
An error occurred while saving the comment Xero Ideas at GT
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This is a privacy issue and is critical for our confidential clients, and for staff who use the system for their tax returns. Having home addresses, TFN, dob etc visible to all staff is not acceptable for these type of clients.
We have had to create separate instances of Xero PM/Tax to overcome this deficiency.Xero Ideas at GT
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6 votes
An error occurred while saving the comment Xero Ideas at GT
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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.
This is a risk issue and also creates additional work.Xero Ideas at GT
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1 voteXero Ideas at GT
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6 votesXero Ideas at GT
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19 votesXero Ideas at GT
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179 votesXero Ideas at GT
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5 votesXero Ideas at GT
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9 votesXero Ideas at GT
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87 votesXero Ideas at GT
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1 voteXero Ideas at GT
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11 votes
An error occurred while saving the comment Xero Ideas at GT
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We have a number of clients who have multiple branch numbers yet we are not able to lodge their activity statements in Xero. A tax system should be able to handle this common scenario. The work arounds are not acceptable as they cause inefficiency and quality/ risk issues.
Xero Ideas at GT
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53 votes
Hi team, as Hannah mentioned Capital Gains Tax (CGT) portion of this idea was delivered end of last year. So for 2023 tax forms - CGT events from a Trust Tax Return will distribute into an Individual Tax Return. Read our previous update for more of the detail on this.
In relation to the idea for foreign income to flow through to the Individual Tax Return - this is something our team are working on at present. We've slightly updated the title of this idea now for foreign income and will return to share when there's progress on this.
Xero Ideas at GT
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62 votesXero Ideas at GT
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Would prefer to have the ability to specifically give / remove this access to certain users only, not a password as it could get difficult for accountants and advisors to manage and keep track of different passwords across all clients.