13 results found
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Practice tools - General feedback on the new update
As a client who uses XPM every weekday, I wanted to provide some considered feedback on the most recent update.
I intentionally used the updated software for several weeks before writing this, to ensure my feedback was fair and based on real, day to day use. Unfortunately, despite giving it a genuine chance, the update has not met my expectations. In my experience, the software has become less efficient and more inconvenient to use compared to the previous version, which I found to be extremely well designed.
Below is my detailed feedback.
Client Page Layout & Visual Design:
The updated…14 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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audit report of user activity in Xero Tax
We would like to have an option for a Tax Return that has been deleted off the system to effectively sit in a recycle bin before it is immediatley deleted off. Would also like to suggest having the ability to see a report for any such returns that are deleted off to see who has done it and the date.
10 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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Restore Relationships Collapsible View
One thing that's particularly frustrating to me about the new UI is the non-collapsible view for relationships. We have clients that are part of big groups with lots of relationships, and it now looks very cluttered, and quite annoying when we have to scroll down.
Please restore the drop-down view (and change back to the smaller font too) 🙏
9 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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AU Tax - Bulk selection and status updates
Returns Management User Interface (UI) - "All" Tab Improvements/Customization
To improve handling returns by adding bulk selection and status update functionalities on the "All" tab of the Returns Management interface. Also, suggesting having a customizable UI to best fit our workflow preference.
Key Features:
Action Buttons
- Located in the table header, these buttons perform bulk actions such as "Approved", "Out to Sign", and "Sign". They remain disabled unless one or more return items are selected.Checkbox
- Each return item has an associated checkbox to allow selection. By default, these checkboxes are unchecked.Select All / Deselect All
-…39 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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audit report of user activity in Xero Tax
To have a "history" tab on a client that would show when someone has made a change to something (an address, a phone number/client details) along with who would have archived a client on the system.
The history tab would be a great aspect for support hub team members so they can ask that person if there is an issue or to see a date and time that this has happened to then liase with the client.
7 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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Classic Workpapers - the Ability to export workpapers to pdf in Bulk.
Classic Workpapers - the Ability to export workpapers to pdf in Bulk. In preparation for the end of the classic workpaper, so that we can upload to our document management system for future reference and audit requirements.
6 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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Removing staff access permissions - Double handling
The option to remove permissions from a client has gone with the new Staff experience.
When removing access permissions for staff, you can now only edit their permissions and when you select the "No Access" Option under organisation access and the Payroll option disappears. Applying this does not remove payroll admin permissions, so when you want to remove a team members access to a client you have to action the permission update twice.
The new experience was supposed to simplify the staff management, not add more steps!
3 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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Auto-email Reminders to Clients about upcoming VAT Returns
When a client's VAT Return is approaching, it would be great if Xero were able to issue an email notification to the client to alert them to the upcoming date by way of an email reminder. We would like to be able to send auto-notifications to clients about upcoming VAT Returns dates, reminding them to provide us with all the details/info in advance. We already send manual emails, but some clients take a number of reminders before they actually send us the information required, so having this automated would save time.
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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Trakc staff activities like xero history
Under XPM, ability to track what time staff last log in, which companies Xero, what activities (reconciliation/bills to pay) etc..
To track staff work live and have this track time in Xero for each company on top of the staff entry time per job (as this will include non Xero hours) for cross checking and reference
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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Practice manager - Relationship flow between shareholders and beneficiary
Relationships: Adding the correct group structure while distributions still being able to flow to the right tax entity
We have a company called Sample Company Pty Ltd. The shares of that company are held by Share Company Pty Ltd on behalf of Beneficiary Trust. We should be able to put in that Share Company Pty Ltd is a shareholder of Sample Company Pty Ltd but that the distribution flows through to the ultimate shareholder Beneficiary Trust. Right now, we have to put that Sample Company Pty Ltd has a shareholder Beneficiary Trust which is not actually correct. Xero currently has…
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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Xero Tax (UK) - Option to change filings dates
Our understanding is that it should not be necessary to amend the year-end date at Companies House in order to file an accounting period that falls within −7/+7 days of the year end, as doing so would constitute an extension of the accounting period, which we would prefer to avoid.
At present, Xero does not support this scenario, nor does it offer an alternative recommended approach. It would therefore be helpful if Xero could address this limitation.
The only workaround we can see available is to change the year-end date to the 30th or 31st where it is not already…
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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Booking calendar with XPM integration
Develop a booking calendar that integrates with our XPM client database. At the moment we have to run two different databases for the same information, to schedule bookings for clients with accountants/block out time for jobs.
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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Generate workpapers for the Practice Entity - link Practice org. to 'client'
Currently the practice entity Xero blue file cannot be linked to a 'client' within the client list under the practice. This means users are unable to generate a workpaper pack for the practice.
Our Practices need to be compliant too, if we are unable to use workpapers within the system, we have to find another solution for our workpapers
There needs to be the ability to link the practice organisation to an entity within the client list.
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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