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4 results found

  1. XPH - Bulk address change from Client group

    In the old XPM we could bulk update client addresses for a client group, this functionality appears to have dropped off the new version, can we have it back please?

    274 votes

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    94 comments  ·  Clients  ·  Admin →
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    In development  ·  AdminKelly M (Community Manager, Xero) responded

    Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.

    I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.

    I'll share more news here as this gets closer to release.

  2. Tax manager - filter by Partner & Manager

    Be able to filter the tax manager list by Partner & Manager

    48 votes

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    3 comments  ·  Tax Manager  ·  Admin →
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    In development  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, we appreciate the efficiency filtering by Partner and Manager in Tax Manager could have in your day to day.

    While the Tax Manager is still in beta your feedback is helping shape what comes next, so thank you for your input here.

    Our product team is exploring filtering options within Tax Manager, so we’ll move this idea to In development, and keep you posted on progress here. You can also check our Xero Central page for pipeline updates.

  3. Tax Manager - Remove 'Ready to Start' tax returns from existing jobs

    "Ready to Start" tax returns should not show up in existing jobs. We have all these tax returns that are showing up in Job that are not related to the client, Individual Tax Return showing up under an Activity Statement Job for a company that is completely unrelated. If they tax returns placeholder is going be added it should only appear under the client tax return tab, not in an existing Job. And there should be away to turn it off.

    38 votes

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    9 comments  ·  Tax Manager  ·  Admin →
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    In development  ·  AdminKelly M (Community Manager, Xero) responded

    Hi team, as we continue to progress with improvements for 'Ready to start' our product team would love to engage with users that have voted for this here; to get more understanding of your setup, and give input on early designs.

    If you'd be interested in meeting with the team you can book a time that works best for you through this link 🗓️ Thanks!

  4. XPH | Homepage - Tax Returns graphs

    Can you please make sure we still get to have the tax alerts and the returns graphs. We look at this everyday for tracking purposes

    22 votes

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    2 comments  ·  Partner Hub Homepage  ·  Admin →
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    In development  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for the engagement on this idea. Our team understand the value this feature would bring, and we're happy to share that this is currently In Development.

    In Australia, a Tax Returns widget is already available on the homepage, with further improvements planned to redirect users into Tax Manager instead of the Returns page.

    For New Zealand region, we’re currently building this functionality for our NZ partners.

    We’ll share further updates as the work progresses.

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