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3 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?

    251 votes

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    86 comments  ·  Clients  ·  Admin →
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    In development  ·  AdminKelly Munro (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 - Bulk actions for selected tax returns.

    The ability to select multiple tax returns that are completed and have the quick action to approve or move it to out to sign or to sign state in the old Xero Practice Manager - Tax Manager is great. Unfortunately, this was removed in the new Beta version. Please bring this back.

    It's annoying to file a tax return we need to open one by one. Ok if we only have 1 or 2. At some point we can have more than 10 returns to lodge at the same time.

    63 votes

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    14 comments  ·  Tax Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we understand interest and how bulk action in the new Tax Manager would improve efficiency when preparing tax for your clients.

    Tax Manager is a new experience that is currently in beta in Xero Partner Hub. Bulk actions high on the list of what's coming soon as we build features into this experience.

    We appreciate the importance of bulk actions to everyone here and will be sure to update you all as soon as this is rolled out.

  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.

    37 votes

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    9 comments  ·  Tax Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (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!

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