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1. XPM - Automating Recurring Compliance Jobs using selected client onboarding options options

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   0 comments  ·  Xero Partner Hub » Jobs  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

   Thank you for taking the time to share this idea in such detail 😊

   We can definitely see the value in this, especially for practices managing compliance work across multiple clients in South Africa. The ability to automatically generate recurring compliance jobs when setting up a new client could save a significant amount of manual effort, reduce the risk of missed deadlines, and create a more consistent onboarding experience for firms.

   The examples you’ve included are especially helpful. Using client setup details like registration date and whether a client is registered for PAYE, VAT, or UIF to trigger the right recurring jobs and deadlines makes a lot of sense. We can also see how the ability to apply a reusable template, such as a South African Compliance Pack, would make this even more valuable for firms that want a repeatable and standardised process.

   Because of that, we’re moving this idea to Gaining Support. This helps us continue to track interest, better understand the different use cases, and build a stronger picture of the value this could deliver for practices.

   
   

   Thank you for taking the time to share this idea in such detail 😊

   We can definitely see the value in this, especially for practices managing compliance work across multiple clients in South Africa. The ability to automatically generate recurring compliance jobs when setting up a new client could save a significant amount of manual effort, reduce the risk of missed deadlines, and create a more consistent onboarding experience for firms.

   The examples you’ve included are especially helpful. Using client setup details like registration date and whether a client is registered for PAYE, VAT, or UIF to trigger the right recurring jobs and deadlines makes a lot of sense. We can also see how the ability to apply a reusable template, such as a South African Compliance Pack, would make this even more valuable for firms that want a repeatable and standardised process.

   Because of that, we’re moving this idea… more

   Maryke Connoway supported this idea  ·  21 May, 2026
   Maryke Connoway shared this idea  ·  01 May, 2026