5 results found
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XPH | Client list - Match partial or similar name in search
When you search for a client with client name, old xpm it used to search for anyone with similar name, now it has to be exact eg John James Jones, if you searched John Jones, it would come up, now it won't and you have to type John James Jones for it to appear. If you type John it will come up but what happens when you have 50 Johns to scroll through??? Please fix.
13 votesThanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
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Clients - View additional contact mobile from clients page
Cannot view additional contacts mobile phone number on client screen, have to click on contact name. This has dropped off since upgrade. Please put it back.
12 votesAppreciate hearing about the details that are useful for you to view from the Clients details, Carey. We'll let you know if there are any plans put around this here.
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Clients – Improve XPM client edit screen (whitespace & layout)
The new client information page has too much white space but the layout with the headings bigger and the line helping you to track from the heading to the actual data is OK. However when you click 'edit details' that all changes.
• the 'old' version only showed the headings and you could expand each heading to find the places you wanted to update. Much easier to scroll through.
• The new layout has too much white space, there is no clear difference between the headings and the titles – too much wasted time scrolling up and down trying to…
7 votesHi team, it’s been interesting to read through all the comments in this thread. We appreciate the ask and the detail you’ve shared around how these changes could make the client edit screen easier to work with when you’re moving quickly between clients.
This idea is now in Gaining Support, which me
This idea is now in Gaining Support, so it’s open for the wider community to add votes and comments. We’ll keep following the discussion as more perspectives are shared.
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Xero Partner Hub - Retain Visibility of Blank Tax/IRD Number Field in Client view
If the IRD number is not populated then this field disappears from the information screen when viewing a client's details. Can the field please remain on the screen even if left empty.
7 votesHi Sue, we appreciate you suggesting that the Tax/IRD Number field remain visible, even when blank - it’s a helpful idea for tracking data completeness and maintaining consistency in client records.
We’ve moved your idea to Gaining Support, so it’s now open for the community to vote and comment. Our product team is keeping a close eye on feedback coming through related to Xero Partner Hub.
We’d love to hear more from you and other community members about how this change could improve your workflow or benefit your practice. Sharing specific examples will help the team understand the value of this idea.
Thanks for getting the conversation started!
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Xero Tax NZ - Company Annual Returns Date
The company annual returns field is showing December and January as options to select. Annual returns are only filed with the companies office from February to November so December and January should not appear in this list.
3 votesThank you for sharing your feedback about the selectable months for company annual returns in Xero Tax NZ. We appreciate you taking the time to raise this idea. We’re moving this suggestion to the “Gaining Support” stage to invite further feedback and votes from the community. This helps us understand the level of interest and impact as we continue to review ideas for future consideration.
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