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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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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate all the feedback and support this idea has received and understand the desire for wanting to be able to enable staff access to add notes without full edit access to a client.

    This isn't in the roadmap at this time, but is a feature our product teams will continue to consider as we keep developing client management. I'll be sure to share if there are any updates surrounding this, here. Thanks

    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  ·