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4 results found

  1. 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.

    Samantha McAlpine supported this idea  · 

  2. Workpapers - Ability to edit to meet compliance needs

    44 votes

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    0 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the interest we've received in being able to edit Workpapers from our community.

    As we continue to develop and release our new Workpapers solution to practices across the globe, this is something we know could benefit some practices (especially in NZ) and have it high on our radar as the team continue to plan their roadmap.

    While this isn't in the pipeline yet we'l share if there are any updates for this, here.

    Samantha McAlpine supported this idea  · 

  3. Workpapers - Include square metre rate calculation for home office workapapers

    5 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Samantha McAlpine supported this idea  · 

  4. NZ Tax Letters - Notification when Tax Letter email fails to send

    51 votes

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    10 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the continued contributions here and while this is something our team may look at further in the future we want to be upfront that it's not currently on the roadmap.

    We'll be keeping a close track on the interest this further build here and be sure to share further updates if it is revisited.

    Thank you for sharing and engaging with us on this here in Product Ideas.

    Samantha McAlpine supported this idea  ·