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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?

    125 votes

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    33 comments  ·  Clients  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience.

    While we can't make any commitments atm I will be certain to share any plans with you all here.

  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.

    16 votes

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    4 comments  ·  Tax Manager  ·  Admin →
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    In discovery  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi team, appreciate all the sharing on bulk actions in Tax Manager. It is helpful to hear how this impacts your workflow when managing multiple returns.

    Our team is keeping a close eye on feedback around Tax Manager and exploring ways to bring the ability to select and action multiple tax returns at once to life.

    We’ve moved this idea to In Discovery. We recommend keeping an eye on this Xero Central article for more information on what’s coming next in Tax Manager. We’ll keep you posted as things progress, and your votes and comments continue to show us how important this is for the community.

  3. XPH | Homepage - Widget for favourite Clients and direct link to Xero File for quick acess.

    So when on home Practice Hub Per User- A Widget you can link your favourite Clients in a Widget for easy quick access to their Xero Files.
    Similar to Favorites Clients on ATO Home Screen.

    5 votes

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    0 comments  ·  Partner Hub Navigation  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for raising your feedback with us here! Our product team are closing close attention, and I'm pleased to share that this is a widget that they are exploring for the Partner Hub homepage 😊

    For now, we'll shift to in discovery and I'll give you another update as it moves along.

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