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50 results found
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2 votes
Hi Christopher, appreciate you sharing your thoughts on this. While STP prefill helps reduce manual entry, we understand there are times where additional detail is needed to complete the return.
Having a clearer breakdown of allowances within the tax return could help reduce manual work. We’ve updated the status to Gaining Support so we can track feedback and share interest with the product team.
Christopher Le
shared this idea
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40 votesChristopher Le
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An error occurred while saving the comment -
22 votes
An error occurred while saving the comment Christopher Le
commented
any updates yet?
I brought this up in case CX0015491149An error occurred while saving the comment Christopher Le
commented
Xero team, any updates?
Christopher Le
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1 vote
We understand that as client records grow, it can take a bit of time to scroll through and find the right section. Having a Table of Contents or quick links at the top of the client record would make it easier to jump straight to areas like Tax, Jobs, or Custom Fields.
At the moment, navigation is done through scrolling or the tabs at the top of the page.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams as a potential improvement to client record navigation.
Christopher Le
shared this idea
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7 votes
Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
Christopher Le
supported this idea
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An error occurred while saving the comment Christopher Le
commented
alot of our elderly clients or non-tech savvy clients have serious trouble remembering their backup email or using the xero authenticator app (especially if they keep changing phones and the app key isn't backed up)
The only thing that remains the same for them (most of the time) is their mobile number. so sms authentication would help immensely
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38 votesChristopher Le
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23 votes
Hi team, we appreciate wanting a connection between an invoice and a document it's been copied to. While this isn't in our roadmap just atm, we're tracking the support in this here and I'll let you know if there are any updates to share on this.
An error occurred while saving the comment Christopher Le
commented
i refer to 31 Jul 6:21 PM
Closed
CX0015357926
in the old blue xero invoice system - you can view notes of how invoices were copied toand for copied invoices - it will show a note where it was copied from.
Christopher Le
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80 votesChristopher Le
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340 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Christopher Le
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21 votesChristopher Le
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48 votesChristopher Le
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7 votesChristopher Le
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197 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
Christopher Le
supported this idea
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110 votes
Hi team, thanks for sharing your feedback on permissions here. We really appreciate the strong interest in this area.
With the new client and staff experience, some of you may have already seen the updated Client permissions, which help address part of this need. We’ve also recently introduced a change that allows staff with view-only access to create and edit notes, which also reflects some of the feedback raised.
To be transparent, we don't have any plans in the near term to enable staff to edit contact groups or relationships without full edit access. As the team continues to develop the practice experience, they’ll keep monitoring feedback in this area, and if anything changes we’ll be sure to share an update here.
Christopher Le
supported this idea
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2 votes
Hi Francisca, thanks so much for submitting this idea — we really appreciate your feedback!
We understand how much smoother data entry would be with a more user-friendly date picker when entering historical dates in the Relationships tab in Xero HQ. Being able to quickly scroll or jump through years would save you time and make the process much easier.
Right now, the date picker requires multiple clicks to go back several years, which can slow things down. Your suggestion for an improved, intuitive date selector would make a big difference to your workflow.
This idea is currently in the Gaining Support stage. If this feature would help you, please consider voting and sharing your thoughts . Your support really helps us prioritise it with the product team.
Christopher Le
supported this idea
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33 votesChristopher Le
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70 votes
Hi everyone, thanks so much for taking the time to share your feedback on adding share class types to XPM relationships 😊
We really appreciate you explaining how valuable this would be for managing clients’ corporate structures. We understand that many of you work with companies with multiple share classes, and having this captured in XPM could help make those workflows a lot smoother.
After reviewing this idea, we’ve updated the status to Not in the Pipeline. This means the product team has considered it, but it isn’t currently on the foreseeable roadmap. As a workaround, you can add a custom field for the share type.
In the meantime, the idea will remain open for votes, and we’ll keep monitoring community interest. We really value your input, and we’re grateful you continue to share your experiences with us.
Christopher Le
supported this idea
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27 votes
An error occurred while saving the comment Christopher Le
commented
the blue xero search bar is VERY restrictive.
In exhibit A I can search by email and it brings up the two profiles.
However, if I type in ANTHONY HA, it only comes up with one profile, and not the other.The same can be said for the BUSINESS > INVOICES
It very restrictive in its word order,Christopher Le
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5 votesChristopher Le
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3 votes
Hi Michael are the emails that you're wanting to be pre-populated the same for all invoices or would be dependent on the contact ?
If for the org we have an idea that I'll merge yours with.
Christopher Le
supported this idea
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When the label 2 of an ITR is prefilled, I want to be able to detail or write a breakdown of what that allowance amount consist of from the client's STP income statement. e.g.
- Laundry ###,
- Motor vehicle ###,
- Telephone ###
at the moment the function just inputs the total allowance figure shown in prefill