Settings and activity
39 results found
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48 votes
Hi team, it’s been interesting to read through all the comments in this thread. We appreciate the ask and the detail you’ve shared around how these changes could make the client edit screen easier to work with when you’re moving quickly between clients.
This idea is now in Gaining Support, which me
This idea is now in Gaining Support, so it’s open for the wider community to add votes and comments. We’ll keep following the discussion as more perspectives are shared.
Megan Murphy
supported this idea
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35 votes
Thanks so much for sharing this idea. We’re seeing that this suggestion is gaining support from other partners in the community, which helps us understand its overall importance. While we can’t promise any changes or share timelines, ideas that attract growing support are regularly reviewed by our product team when planning future improvements⭐.
Megan Murphy
supported this idea
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57 votes
Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
Megan Murphy
supported this idea
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57 votes
Hi everyone, we understand interest and how bulk action in the new Tax Manager would improve efficiency when preparing tax for your clients.
Tax Manager is a new experience that is currently in beta in Xero Partner Hub. Bulk actions high on the list of what's coming soon as we build features into this experience.
We appreciate the importance of bulk actions to everyone here and will be sure to update you all as soon as this is rolled out.
Megan Murphy
supported this idea
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58 votes
Hi team, we appreciate the feedback we've received on the current behaviour of the 'Go to Xero' button for clients here.
Currently, when you click this within a clients details page it will open in a new browser tab, but we get wanting this to work the same from the Client list.
This is something our product team are working on atm, and I will come back to you here once it's been updated. Thanks!
Megan Murphy
supported this idea
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15 votes
Hi Megan, so we can get a sense of the interest in the two aspects of ideas you noted in this idea I've just split the second to this post so we can track these separately. If there are any plans made for either of these improvements we'll share on the respective idea. Thanks
Megan Murphy
shared this idea
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31 votes
Hi Megan, thanks for your feedback on the new Partner Hub experience when entering client addresses. Your input is valuable to and appreciated. We have moved this idea to Gaining Support and the Product team will be looking over all the feedback from our customers/partners so they can get a better idea of the experience and functionality of the new platform. Thanks again for sharing this with us.
Megan Murphy
shared this idea
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56 votes
Hi team, atm we're considering improvements to enable you to navigate between workpapers without needing to go back to the workpaper list.
I'll be sure to keep you updated of progress around this, here. Thanks
Megan Murphy
supported this idea
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19 votes
Great to be getting all this detail on small changes that would make a big difference for you managing clients in your practice.
We'll continue to track the support this idea receives and I'll let you know if there are any updates planned.
Megan Murphy
supported this idea
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2 votes
Thanks for sharing and feeding back on the change, Megan. I'll share this back with the team. We'll let you know here if there are any further changes planned.
Megan Murphy
shared this idea
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87 votes
Hi Everyone, thank you for the time taken to give us the feedback on this feature. Im happy to say this idea is in development and will be added to the new Xero Workpapers experience in early 2026. We will keep everyone updated here as more features are released and you can also see updates and read more about the new experience here ✨🌟💫
Megan Murphy
supported this idea
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81 votes
Hi team, apologies we jumped the gun a touch on the idea here.
Like previously mentioned, right now you can attach documents and links, set flexible workpaper periods, and use basic calculation sheets in the new experience.
Currently our team are exploring how we might further enhance Workpapers with variations for tailored templates, and support direct importing of reports to improve the way data moves across your compliance steps. We'll share as we have more updates for you around this.
Megan Murphy
supported this idea
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13 votes
Hi community, appreciate the desire for more formatting in new Workpapers and this is something our product team would like to explore more but with a few other items in the pipeline atm isn't road mapped just yet.
We'll continue to gauge the interest in this idea and as soon as there are updates I'll share with you all, here.
Megan Murphy
supported this idea
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8 votes
Hi team, thanks for your inputs here. This is an idea that our product team are exploring and considering how they improve the collaboration. For now we'll shift into discovery and I'll share when there is more news around this.
Megan Murphy
supported this idea
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78 votes
Hi team, we appreciate your feedback as you get stuck in to trying our our new Workpapers. Our team have been monitoring feedback closely and I'd like to share that we're in the process of developing a GST Workpaper in our new solution. We'll be back to share once it's released. 😊
Megan Murphy
supported this idea
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42 votes
Thanks for the feedback about our new Workpapers solution! We have a close eye on this feedback as the team continue to develop this product.
We'll keep an eye on the interest for this here, and I'll be sure to share if there is any progress.
Megan Murphy
supported this idea
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58 votes
Hi 👋 thanks for continued feedback on the New Workpapers. This particular idea has been moved to Gaining Support, which will allow others to vote and comment! We will be keeping a close eye on the Ideas coming through and will update here if there are any changes. Again we appreciate each and everyone who has participated and added their feedback.🙂
Megan Murphy
supported this idea
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21 votes
Thank you for submitting your feedback and highlighting the changes that are important to you. We have reviewed your idea, and it is now open for community support.
To help your idea gain traction, we encourage you to share it with colleagues who would also benefit so they can cast their votes. Additionally, other members can now leave comments to provide further context on how this would improve their Xero experience.
Megan Murphy
supported this idea
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97 votes
We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
Megan Murphy
supported this idea
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13 votes
Thanks for your feedback on the new layout of Jobs, Chris! It's really good to hear how this is landing with beta participants and where you see we could further improve this for you.
Megan Murphy
supported this idea
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