Settings and activity
36 results found
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30 votes
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Juliana Kean
supported this idea
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116 votes
Thanks so much for your continued feedback and for casting your votes for automating losses carried forward in Xero Tax NZ. We genuinely appreciate you highlighting the challenges you face with the current process, and understand that manually re-entering these figures is a significant pain point for many of you.
I wanted to let you know that this idea is currently In discovery - Meaning our product team is actively researching and exploring the best ways to address the need for automated loss carry-forwards, including how different loss types behave and how to ensure a seamless flow of data within Xero Tax.
We'll be sure to provide another update as soon as we have more information to share on our progress.🙂
Juliana Kean
supported this idea
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51 votes
An error occurred while saving the comment Juliana Kean
commented
Report would be great- but also this would be good as another tab in tax - to save running the report the team could just work off a live list
Juliana Kean
supported this idea
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43 votes
Our team is looking into this idea, however, they don't have any dates planned on when they’ll develop a notification to let you know whether a tax letter has failed to send. We understand that this feature is important so that you can be certain your clients have received their tax payment reminder letters.
We are monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status, and if there's any movement, we'll make sure to come back and update you here.
Juliana Kean
supported this idea
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70 votesJuliana Kean
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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
An error occurred while saving the comment Juliana Kean
commented
would help so much as we have two offices and it so vital to know who made changes to database
Juliana Kean
supported this idea
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236 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Juliana Kean
supported this idea
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89 votes
Thank you for your feedback on the changes for NZ GST returns here, everyone. Late Claims display in the body of the return, to review them. If you click on this the Transaction tab will open and to toggle Late claims on and off, select the 'More' option.
Late claims have been separated into their own section in the Transactions tab, and if needed you can also use the Filter to choose to only view Late Claims. We'll soon be updating the export to PDF to allow late claims to be excluded.
We want to be open that we don't have plans for separating these back into their own tab and will close this idea. We still very much appreciate your feedback and will continue to iterate on this overtime to make filling and filing GST for an organisation simpler and more efficient.
Juliana Kean
supported this idea
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56 votesJuliana Kean
supported this idea
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An error occurred while saving the comment Juliana Kean
commented
Totally agree - would be fantastic if like the bulk updating of addresses system would prompt do you want to update rest of the group. The other part to this would be if you update partner or manager on the front screen for it to give us the option to update all jobs as well
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67 votesJuliana Kean
supported this idea
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55 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂Juliana Kean
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98 votesJuliana Kean
supported this idea
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161 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Juliana Kean
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24 votesJuliana Kean
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37 votesJuliana Kean
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70 votes
Thanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.
Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.
Juliana Kean
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83 votesJuliana Kean
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118 votesJuliana Kean
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15 votes
Hi team, appreciate the interest and raising of the idea here, however we want to be open that this isn't something we have plans of developing for.
Atm, if you're quite far down the page you could use the home button on your keyboard to quickly navigate back to the top.
Juliana Kean
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46 votesJuliana Kean
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It would be so much easier if the ideas forum for tax was split by country as each country has different legislation relating to tax and would be helpful if we didnt have to scroll through all the ideas to find ideas specific to our country.