Settings and activity
52 results found
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50 votes
Christopher Le
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1 vote
Thanks for your feedback here, Christopher. Appreciate you have also shared detail around this with our specialists at Xero Support, however just highlighting that ideas in the forums here are for the community to support any detail you can provide through the idea directly here will also help other community members understand and support your ideas.
We don't have any immediate changes around this planned, for now you'll want to add a New CURNN to each individual client. We'll continue to keep an eye on the community support for this here,.
Christopher Le
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12 votesChristopher Le
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304 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Christopher Le
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AU Tax- Inbuilt worksheet to calculate the number of days not liable for the medicare levy surcharge
126 votesChristopher Le
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36 votes
An error occurred while saving the comment Christopher Le
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10 votes
HI Jill, appreciate you posting here, not knowing where else to go.
For something that appears to not be working as it should or where you're having performance issues in Xero - these are best to raise with our specialists at Xero Support where we have tools to investigate, triage any issues and escalate with our team if needed.
When it comes to new invoicing we've communicated a lot of the changes and what's coming up through our Xero central page here. Otherwise, you'll also find many ideas for changes across product ideas here that I'd recommend joining for updates where you're interested. Searching 'New invoicing' on the main page of the site should help you find a list of the different features.
An error occurred while saving the comment Christopher Le
commented
see CX0015377165. I was informed on 5/8/24 that the HELP repayments on green xero tax estimate is being calculated incorrectly.
It would help if xero has a dedicated errors page to notify users of potential bugs/mistakes so that when we do advise our clients, we can provide them accurate information and disclaimers - such as telling them that the tax estimate on xero is currently not working, so we will have to prepare you a separate but correct tax estimate.
Christopher Le
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Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job
17 votesChristopher Le
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13 votes
Hi team, we appreciate your input to product ideas. While we don't have plans for bulk update of Job names right now, I wanted to share some work we've recently released for other bulk actions.
You can now update the Priority, State, Start date, Due date, Staff, Manager or Partner for multiple jobs at once. Select the jobs from the Job Manager page, click 'Bulk actions' and choose the action you'd like to make.
We'll continue to track the interest for other bulk actions for jobs and share if there is any news for you, here. Thanks
Christopher Le
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30 votesChristopher Le
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21 votesChristopher Le
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71 votesChristopher Le
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24 votes
An error occurred while saving the comment Christopher Le
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to add a column to your reports with blank fields to enter figures of my choosing
Christopher Le
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99 votesChristopher Le
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29 votes
Hi everyone, thanks for the continued engagement and support in this idea.
While this is something we'll keep reviewing for Xero Tax(UK) there are no plans for adding spouse links right now.
If there's any development planned for this in Xero Tax(UK) we'll be sure to share an update with you all, on this idea.
An error occurred while saving the comment Christopher Le
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Please improve the spouse link as there has been several times where the spouse income details are not populated in the tab CX0015092095
Christopher Le
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2 votesChristopher Le
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Christopher Le
shared this idea
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4 votesChristopher Le
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5 votesChristopher Le
shared this idea
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38 votes
An error occurred while saving the comment Christopher Le
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An error occurred while saving the comment Christopher Le
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and to add a filter setting so we can filter out the payables vs the refundables
Also the same idea was posted here https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/47507228-xpm-xero-tax-show-refund-payable-amount-in-clien
Christopher Le
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65 votes
Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!
As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.
While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.
Christopher Le
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I refer to CX0015125030 CX0015456777
I need some staff to have INVOICE ONLY permissions where
- they can send receipts and invoices
- they cannot see the bank balance
- they can only see selected bank accounts to apply payment to