Settings and activity
24 results found
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22 votes
Amanda Jarvis
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5 votesAmanda Jarvis
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54 votes
We understand the varying levels of access different staff need can differ client-to-client.
With the new client and staff permissions that'll be coming soon through the Xero Partner Hub, you'll get more control and granularity to assigning staff permissions to clients.
Find out more about the Xero Partner Hub on our website. Its live now for UK practices and will be coming to all other partners toward the end of this year. We'll keep you in the loop as it goes live, here.
Amanda Jarvis
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69 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Amanda Jarvis
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68 votesAmanda Jarvis
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12 votesAmanda Jarvis
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10 votesAmanda Jarvis
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18 votesAmanda Jarvis
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46 votesAmanda Jarvis
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11 votesAmanda Jarvis
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17 votes
Thanks for sharing with us here in Product Ideas, everyone.
We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.
We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.
Amanda Jarvis
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10 votesAmanda Jarvis
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17 votes
An error occurred while saving the comment Amanda Jarvis
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11 votes
Thanks for supporting and sharing with us how scheduling of reports could enhance your workflow. While we don't have immediate plans for this feature, we have a pulse on the ideas for this in community here and will be sure to update if there's any change to automate these for you.
Amanda Jarvis
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83 votesAmanda Jarvis
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297 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
Amanda Jarvis
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20 votesAmanda Jarvis
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257 votes
Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!
With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.
This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website
An error occurred while saving the comment Amanda Jarvis
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This came up again today in our office
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6 votesAmanda Jarvis
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4 votesAmanda Jarvis
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This feature should be reinstated somehow. It was extremely useful to be able to enter time on the go and while out and about - not in front of the pc or laptop.