4 results found
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XPM - Bulk address change from Client group
Could you please bring this functionality back?
This feature was previously available, but it appears to have dropped off again. When managing a large group, having to change the address individually for each entity has become very time-consuming and inefficient.
Having the ability to update the address across the group would save a significant amount of time and make the process much easier.
Please consider bringing this functionality back. Thank you.
19 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Dashboard Improvements
I am sole practitioner with 3 junior accountants. Can I have customisation so that I can see which jobs are at what stages in respect of each accountant and their due dates.
I should also be able to see which staff member is entering their timesheets
Right now the dashborad mostly is built around an individual. However as Partners or Managers we need this dashboard to quickly reflect where each job is sitting so that this can be an escalation trigger1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Xero partner hub - Custom date range selection insights tab
Product idea: Custom date range selection for Turnover/Profit reports
Currently, the Turnover and Profit reports only allow selection of "This Month" or "Last Month." There's no way to pull this data for a specific past period.
Proposed change: Allow users to select a custom date range (start and end date) to view Turnover, Profit, and related figures across all clients for that period, rather than being limited to the two current fixed options.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Gatekeeper - Compliance functionality to select what type of tax to refresh
Product idea: Selective tax type/client refresh in Gatekeeper
Currently, Gatekeeper refreshes all tax types (IRP, VAT201, EMP, etc.) for all clients on a single run, regardless of which deadline is actually due. This triggers "statement of account" notification emails to clients even when their tax type isn't due, creating unnecessary noise.
Proposed change: Allow users to manually select which tax type(s) and which client(s) to refresh, rather than forcing a full refresh across all types and clients every time.
Example: EMP is due on the 7th. There's no need to refresh IRP or VAT201 on that date, only EMP. A…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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