14 results found
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XPM - Bulk address change from Client group
Could you please bring this functionality back?
This feature was previously available, but it appears to have dropped off again. When managing a large group, having to change the address individually for each entity has become very time-consuming and inefficient.
Having the ability to update the address across the group would save a significant amount of time and make the process much easier.
Please consider bringing this functionality back. Thank you.
19 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPH | JAX - Customisable Client Insights
under the Insights tab let us select specific general ledgers for a client's underlying chart of accounts to monitor, such as wages so we can see if there's an issue in comparison to prior year. Even if it's a specific column that is "Advisor Set" so we could select Wages for a dozen clients, CoGS for a couple and Interest for another client so it shows what each client file is being monitored for.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Fix Timesheet dropdown menu scrolling
Dropdown menus when selecting an allocated client job or task to add time to. Previously using directional keys would scroll through the list one by one. Now a single key press shifts the selected row and holding it scrolls the list like a mouse wheel.
This is terrible design. Holding down the key should continue the same action, not prescribe a different action.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Timesheets - access and visibility
Timesheets - should be able to pin timesheets somewhere for easy access, note section needs to exposed as details of task completed should always be entered. It also clunky having to enter in the : when entering time spent in the old version it was easier.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Tax Manager - Change Status for Suspended returns (not currently able to be selected)
Selecting the checkboxes for returns etc that are suspended.
In the old system we were able to select the check box and move the returns along the progression ie from Approved to To Sign or from To Sign to To File. In the new Tax Manager, they are greyed out and are unable to select. You have to open the return and do it from there. That is annoying. They only need to be stopped from lodging, not moving through the other statuses.3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Lodgements
On the Lodgements - show comparision to the same time last year to obtain an assessment of whether you are on target or not.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Dashboard Improvements
I am sole practitioner with 3 junior accountants. Can I have customisation so that I can see which jobs are at what stages in respect of each accountant and their due dates.
I should also be able to see which staff member is entering their timesheets
Right now the dashborad mostly is built around an individual. However as Partners or Managers we need this dashboard to quickly reflect where each job is sitting so that this can be an escalation trigger1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Xero partner hub - Custom date range selection insights tab
Product idea: Custom date range selection for Turnover/Profit reports
Currently, the Turnover and Profit reports only allow selection of "This Month" or "Last Month." There's no way to pull this data for a specific past period.
Proposed change: Allow users to select a custom date range (start and end date) to view Turnover, Profit, and related figures across all clients for that period, rather than being limited to the two current fixed options.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Gatekeeper compliance - Ability to manually add individuals (clients) without Xero
Currently, Gatekeeper compliance only allows a SARS connection to be linked to an existing Xero organisation. This is a problem for individual taxpayers who don't have (or need) a Xero account, for example, an individual whose personal income tax is handled separately from a company they own that does use Xero.
Proposed change: Allow Gatekeeper to connect directly to SARS for a client profile that isn't tied to a Xero organisation, so individual (non-provisional or provisional) taxpayers can be tracked and managed in Gatekeeper even when there's no corresponding Xero company.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Gatekeeper - Compliance functionality to select what type of tax to refresh
Product idea: Selective tax type/client refresh in Gatekeeper
Currently, Gatekeeper refreshes all tax types (IRP, VAT201, EMP, etc.) for all clients on a single run, regardless of which deadline is actually due. This triggers "statement of account" notification emails to clients even when their tax type isn't due, creating unnecessary noise.
Proposed change: Allow users to manually select which tax type(s) and which client(s) to refresh, rather than forcing a full refresh across all types and clients every time.
Example: EMP is due on the 7th. There's no need to refresh IRP or VAT201 on that date, only EMP. A…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Homepage - New version needs better colour gradients
The current blue and grey are very dull and not exciting at all! Please change the colours to atleast the bright Xero blue and give users the option of a colour gradient so we can colour the graphs in the homepage with the colour each one prefers.
Thanks :)34 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Can the lodgment statistics on the home page for tax returns and activity statements just be "My clients" ie ones I am Partner in XPM
Can the lodgment statistics be calculated only off MY CLIENTS that i am the designated partner in XPM setup? We are 3 partner firm and this owuld be good data for me managing my lodgments
5 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Tax Manager View Readability & Accessability
'm raising a formal accessibility and usability concern about the redesigned Tax Manager client list, currently being rolled out to replace the existing view.
Attached are screenshots: the current list view (which we find fast, scannable and easy to read) and the new redesigned version.
Specific issues with the new design:
Colour contrast and readability: the pill-shaped status badges use low-contrast rounded backgrounds instead of plain text. For users with vision impairment, this is measurably harder to read than the current plain-text status column and does not meet WCAG contrast guidance we'd expect from an accounting platform used daily by…
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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bas
Need a widget for BAS and IAS lodgements that are due for BAS Agents. Functionality seems limited in this space if you arent a tax agent.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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