Settings and activity
5 results found
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38 votes
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Donna Murphy
supported this idea
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85 votes
Hi everyone, thank you for sharing your thoughts and voting on this idea. While we recognise that an import tool for leave requests would be helpful, building a traditional import feature is unlikely to be something we develop in the near future.
However, as we continue to expand and develop AI capabilities across Xero, exploring ways to streamline and automate data entry, like leave requests, is something we may look into down the line.
We appreciate your patience and input here as we work to make Xero smarter and more efficient. We’ll be sure to update this thread if plans progress in this space!
An error occurred while saving the comment Donna Murphy
commented
As an accountant we process a number of clients payrolls (some of which are extensive) and when it comes to the major holidays (christmas and new year), it is very time consuming to have to process each employees leave individually. To be able to have the choice to select the employees in bulk and apply the public holidays and annual leave would save time, money and frustrations.
Donna Murphy
supported this idea
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84 votes
An error occurred while saving the comment Donna Murphy
commented
With the new layout it would be wonderful if on the Client pages it was possible to have an additional column for "Client Notes". We have a significant number of clients with specific notes that being able to see the information on one screen would make life so much easier and more functional in our day to day operations.
Donna Murphy
supported this idea
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16 votes
Thanks for sharing your idea on setting a default for the Agent field in Practice Manager, and letting us know the changes that matter most for you. We appreciate you explaining how this could streamline your workflow, especially when working with a single agent.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Donna Murphy
supported this idea
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70 votesDonna Murphy
supported this idea
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I find it hard to comprehend that in XPM you are unable to produce a report that shows what client xero files a particular staff member has accessed over a given day or period, when the specific staff email is used to access these files. Surely a report could be prepared using the available information in XPM as the data is already there just not accessible. This would assist is security issues, time management issues, budget management and staff reviews