7 results found
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Homepage - New version needs better colour gradients
The current blue and grey are very dull and not exciting at all! Please change the colours to atleast the bright Xero blue and give users the option of a colour gradient so we can colour the graphs in the homepage with the colour each one prefers.
Thanks :)34 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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Can the lodgment statistics on the home page for tax returns and activity statements just be "My clients" ie ones I am Partner in XPM
Can the lodgment statistics be calculated only off MY CLIENTS that i am the designated partner in XPM setup? We are 3 partner firm and this owuld be good data for me managing my lodgments
5 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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bas
Need a widget for BAS and IAS lodgements that are due for BAS Agents. Functionality seems limited in this space if you arent a tax agent.
2 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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XPH | JAX - Customisable Client Insights
under the Insights tab let us select specific general ledgers for a client's underlying chart of accounts to monitor, such as wages so we can see if there's an issue in comparison to prior year. Even if it's a specific column that is "Advisor Set" so we could select Wages for a dozen clients, CoGS for a couple and Interest for another client so it shows what each client file is being monitored for.
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.
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Timesheets - access and visibility
Timesheets - should be able to pin timesheets somewhere for easy access, note section needs to exposed as details of task completed should always be entered. It also clunky having to enter in the : when entering time spent in the old version it was easier.
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.
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Lodgements
On the Lodgements - show comparision to the same time last year to obtain an assessment of whether you are on target or not.
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.
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Gatekeeper compliance - Ability to manually add individuals (clients) without Xero
Currently, Gatekeeper compliance only allows a SARS connection to be linked to an existing Xero organisation. This is a problem for individual taxpayers who don't have (or need) a Xero account, for example, an individual whose personal income tax is handled separately from a company they own that does use Xero.
Proposed change: Allow Gatekeeper to connect directly to SARS for a client profile that isn't tied to a Xero organisation, so individual (non-provisional or provisional) taxpayers can be tracked and managed in Gatekeeper even when there's no corresponding Xero company.
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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