4 results found
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tax manager status
At present the returns move through as Draft/Completed/Approved/To sign/To file tabs.
(1) When I send a return, the To sign tab Signature Status shows as Out Sign. When it comes back in that tab it says Returned; but in the ALL listing it still shows Out to Sign. (a) both should say Out to Sign, and (b) if it has returned, it should say Returned everywhere.
(2) In the To Sign tab it shows both returns that are Out to Sign and Returned. I'd prefer a separate tab for Returned, (a) so we know what has come back and can…3 votesThank you for raising this.
Based on the behaviour described, this appears to be an issue rather than a product idea. Could you please raise a case with Xero Support so the team can investigate the affected organisation and confirm why the sign options under All are displaying “Out to sign” instead of the actual status?
The Support team will be able to gather the necessary details and investigate this further.
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Partner Hub - Job Summary Filters
Would it be possible to have more filter options available in the Job Summary widget?
2 votesWe have now moved this Idea to Feedback as we weren't able to review this Idea without further information. Please note, your post will be removed in 30 days, however if you'd like to react and respond to my update with more information we can review.
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Groups Page Tabs
When viewing a client's Group Page, if you navigate to another tab eg. "Invoices" for that group you can't navigate back to the "Members" tab. It shows a blue line underneath, along with the tab you're viewing, as if that page is still open (screenshot attached).
1 voteHi Sally, thanks so much for taking the time to share this feedback.
We’re aware of this behaviour and have raised it internally with our product team, who are currently investigating it. At this stage, this is being tracked as an issue rather than a new product idea, but we really appreciate you flagging it with us.
If you'd like us to keep you updated, you can raise a case in Xero Central so we can contact you with any progress on this issue. You can do that here: Get help from Xero support.
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The new Practice Manager under Xero Partner Hub needs to be more streamlined and have a one click access as it used to. Why the change?
needs to be more streamlined and have one-click access
1 voteThanks for sharing your feedback, Kerry. We appreciate you taking the time to let us know about your experience with the new Practice Manager in Xero Partner Hub.
We've updated the status of this post to Feedback as the request is quite broad. If you can share more detail about which pages, features, or workflows you'd like to access more quickly, it will help us better understand the change you're suggesting. If there are multiple improvements you'd like to see, creating separate ideas for each one will also help the community vote on them individually and give our product team clearer feedback to review.
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