Settings and activity
10 results found
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11 votes
Maneesha Marzol
supported this idea
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12 votesManeesha Marzol
shared this idea
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59 votes
Hi everyone, we thoroughly appreciate your engagements with us here, and helping us understand future improvements that could enhance your use of Xero for managing your practice.
As you'll have likely seen we are in the process of releasing new client and staff experiences to unify our practice tools under what will soon become Xero Partner Hub.
With the current work in progress we want to be open that bulk updates like what's being asked here aren't in the roadmap atm, however this will be something we consider as we keep revising our roadmaps. If there are any updates we will share on this idea.
An error occurred while saving the comment Maneesha Marzol
commented
Hi Melanie, have you tried the export/import function in XPM? We have used this to update our client list in bulk incl. updating the Partner, Manager and custom fields. I found it is good to export the report, delete all but 3 or so clients from the excel file, make the changes and import the file first just to make sure it is working okay and then I repeat the process with the full list. https://central.xero.com/s/article/Import-your-client-file
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29 votes
An error occurred while saving the comment Maneesha Marzol
commented
@Janelle Sawtell, yes absolutely :) Ideally I'd like all lines for all items in the Tax Return to be moveable
Maneesha Marzol
supported this idea
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Maneesha Marzol
shared this idea
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1,086 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
An error occurred while saving the comment Maneesha Marzol
commented
Would be helpful! This was posted as a product idea in 2015 but still not actioned :( https://productideas.xero.com/forums/939198/suggestions/44961106
I read another post and someone suggested using: https://www.statey.app/
I am starting a free trial as we'd like to be sending monthly statements automatically too :)
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133 votes
Thanks for your feedback on this idea, everyone. We appreciate wanting greater confidence when lodging amended returns.
Right now, though appreciate it's not ideal method - you can print the original draft tax return before you amend the return as a comparative.
We want to be upfront that we don't have any plans around developing this feature in the near term.
We'll continue to monitor the interest this idea keeps building for future consideration, and will share if there's any change.
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79 votes
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33 votes
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185 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.
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139 votes
Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.
You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.
This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.
We'll continue to keep a close eye on the support here, and share if there's any progress.
We wanted a report showing final returns as well and have created a temporary workaround. We have a custom field in the job called final return and tick the checkbox if applicable. We then run a saved report with the criteria 'final return = yes' and we also filter by 'date filed (on or after)'. Not perfect and is dependent on making sure the checkbox is ticked but for us, it is better than nothing :)