Settings and activity
7 results found
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20 votes
Thanks for the clarification, Davie! We don't have immediate plans but are closely monitoring the feedback and votes this receives here. If there are any plans made for a feature like this we'll let you know, here.
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Nikeeta Guazzo
supported this idea
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377 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.
Nikeeta Guazzo
supported this idea
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314 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
Nikeeta Guazzo
supported this idea
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91 votesNikeeta Guazzo
supported this idea
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459 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Nikeeta Guazzo
supported this idea
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4 votesNikeeta Guazzo
supported this idea
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132 votes
Thanks for your feedback on this idea, everyone. We appreciate wanting greater confidence when lodging amended returns.
Right now, though appreciate it's not ideal method - you can print the original draft tax return before you amend the return as a comparative.
We want to be upfront that we don't have any plans around developing this feature in the near term.
We'll continue to monitor the interest this idea keeps building for future consideration, and will share if there's any change.
Nikeeta Guazzo
supported this idea
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I'd like to see a sticky note style of widget which would allow for the short reminders required for clients and staff when using the file.