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43 results found

  1. XPM - Automatically Retrieve from ATO (Activity Statement) less clicks

    Previously, checkbox options were all visible, without clicking.

    Now I have to click and see the options (extra clicks, I don't want extra clicks).

    Previously, I could click Opt Out and it would opt out... now I have to uncheck 3 x boxes (extra clicks, I don't want extra clicks). If I wanted to opt in, I could uncheck Opt Out and it would opt in... now I have to check 3 x boxes (extra clicks, I don't want extra clicks).

    What is it about making the product more efficient, not less efficient, do you not understand?

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your feedback on the ATO Activity Statement settings.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  2. Practice tools - Notification when Job/Client WIP Budget is exceeded

    Currently estimates/quotes require a specific amount of time to be allocated against a specific task for a specific staff member. We need either notifications when total unbilled WIP for a client reaches x amount OR to be able to create a quote/estimate for a total dollar figure across all tasks and staff, and have notifications set when that figure (or % thereof) is reached. This feature is standard in most timekeeping programs and I'm shocked XPM doesn't have it.

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for raising your idea with us here, Elanor. We understand how notifications to draw attention when a budgeted figure is exceeded would be useful. For the time being we're watching the interest on this idea, but will share if there are any plans made around this.

  3. Client Insights - Monthly Transaction count

    For accountants and bookeepers who charge fees based on number of transaction lines being recorded it will be great if a simple report can indicate the number / count of transactions recorded by each Source in a given period.

    This will also be helpful for new accountants and book keeper who are sourcing for clients who are using Xero to share that details so a smart quotation can be provided

    Manesh

    14 votes

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    5 comments  ·  Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how important accurate transaction counts are for pricing, quoting, and managing practice workload.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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