Settings and activity
10 results found
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11 votes
Maneesha Marzol
supported this idea
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13 votesManeesha Marzol
shared this idea
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71 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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1,162 votes
We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.
Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.
While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.
We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.
We want to keep you updated as work progresses on this, and I'll be back to share…
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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136 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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80 votes
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33 votes
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198 votes
Hi team, as we continue shaping our product plans, we wanted to come back with an update here. While this is something we may revisit in the future, we want to be transparent that there are no plans to develop additional custom relationship types this year.
We’ll continue to keep an eye on the level of support for this idea, but we also wanted to be upfront with you now. If anything changes, we’ll be sure to share a further update.
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143 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 :)