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  1. 40 votes

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    Elise McKinnon supported this idea  · 
  2. 3 votes

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  3. 29 votes

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     ·  5 comments  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 
  4. 86 votes

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     ·  7 comments  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 
  5. 47 votes

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     ·  1 comment  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  · 
  6. 44 votes

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  7. 69 votes

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  8. 117 votes

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    Hi team, back to share an update as work progresses. 😊

    Our team are in active development of 2025 (and future years) tax returns to provide pre-population of loss balances bought forward. We'll also provide warning on the return where data differs from that received from IR.

    I'll loop back again as we roll this out, along with further details of the change. Thanks!

    Elise McKinnon supported this idea  · 
  9. 95 votes

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    Hi team, thanks for engaging us on the idea here. We appreciate more visibility of client bank feeds would help when managing and serving your clients day-to-day.

    With the new Xero Partner Hub homepage we are designing and developing a range of widgets to help partners manage their practices. Right now, we're developing a Bank feed disruptions widget that'll help you identify any disruptions to bank feeds that affect your clients feeds, helping you to fix bank feeds as soon as they're down without delays.

    This is in development atm, and I'll share an update when this becomes available within Xero Partner Hub.

    Elise McKinnon supported this idea  · 
  10. 99 votes

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    Elise McKinnon supported this idea  · 
  11. 103 votes

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  12. 157 votes

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    Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.

    Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.

    Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.

    We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.

    Elise McKinnon supported this idea  · 
  13. 202 votes

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    Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

    We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

    As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

    To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it

    We see the value in providing more customisation in reporting. Right now we have some more codes…

    Elise McKinnon supported this idea  · 
  14. 15 votes

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     ·  1 comment  ·  Practice tools  ·  Admin →
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  15. 4 votes

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  16. 6 votes

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     ·  0 comments  ·  Practice tools  ·  Admin →
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  17. 28 votes

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     ·  2 comments  ·  Practice tools  ·  Admin →
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  18. 25 votes

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     ·  5 comments  ·  Practice tools  ·  Admin →
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  19. 5 votes

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     ·  1 comment  ·  Practice tools  ·  Admin →
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  20. 25 votes

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     ·  7 comments  ·  Practice tools  ·  Admin →
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    Elise McKinnon supported this idea  ·