Tax Manager - Counts of items in categories
All, Draft,Completed,Approved, To sign etc... each of these are now on the left side instead of the old version of them on the top - which is fine. BUT
In the old version I could see I had 10 to approve and the admin team could see they have 12 to send out. Can we have the numbers back?
See mockup
Matthew Robinson
shared this idea
Hi everyone, we appreciate your feedback and would like to share an update on this idea.
Tax Manager is a new feature currently in beta and was released early to give users access to ready to start returns and the lodgment widget.
There are a number of additional features being worked on to enhance Tax Manager that you can read up about on Xero Central, and you'll also notice a 'Coming soon' button within Tax Manager to see what's in the pipeline.
Showing the count of returns based on their status is something we're currently working on and I'll share again here when this is released. Thanks for your contributions on product ideas.
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Fleur Curry
commented
Either in the widget, or in tax manager
I'd like to be able to see how many returns are in the list. I want to be able to see how many returns we lodged in a period via filters.
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Stacey Price
commented
This is totally vital for me - I had my team do 6 BAS's and I thought nothing was ready for me to review and there were no numbers down the side so I reverted back to the old view for this reason.
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Rochelle Louden
commented
Please reinstate totals (count) to Tax Manager subfolders. It is really helpful from a workflow perspective.
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Kellie Gibson
commented
When filtering by tax return status we used to be able to see at a quick glance the amount of returns at each stage but we can't see that on the new screens
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Rachel McCoy
commented
agree! more clicks = time wasted!
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Generator CA
commented
We have also lost the tab that says if a tax return has gone in to error.... pretty hard to fix if we can't find it.