Settings and activity
6 results found
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3 votes
Hi everyone, thanks for sharing your feedback here. We understand the value of being able to manage return statuses and payment information from the main Tax Manager view.
For practices working through many returns at once, bulk status updates could make it easier to keep the list up to date, while showing outstanding balances could give you a quick reference when following up with clients.
I’ve updated the status to Gaining Support so we can continue tracking interest. If you’d find this useful, add your vote and share how you currently manage these tasks.
Callinda Beale
supported this idea
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4 votes
Thanks for sharing this idea wiht us , we appreciate the time taken to do so. We can see how an All Returns view could make it easier to work across In Progress and Filed returns without switching between tabs. This idea is now open for community support, so others can vote and add comments with their use cases. We’ll keep an eye on the feedback and engagement to help us understand the broader need.
Callinda Beale
supported this idea
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34 votes
We appreciate you sharing feedback on the beta experience, Carol. We'll begin to get feedback and support for this through your idea. Our product teams are keeping a close eye on this forum and I'll be sure to share if there's any change planned
Callinda Beale
supported this idea
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5 votes
Thanks for highlighting this opportunity. Retaining previous suspension reasons could give better visibility of a return's history after the suspension has been removed. This could be particularly useful when reviewing older returns or understanding why a return was previously paused.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and share how you’d like previous suspension details to appear.
Callinda Beale
supported this idea
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8 votes
Appreciate you raising this suggestion, Britney. Having the ability to move a suspended return directly to Signed could remove the need to temporarily change its suspension status.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful for your practice, add your vote and let us know how you currently manage these returns.
An error occurred while saving the comment Callinda Beale
supported this idea
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102 votes
Thanks for sharing your feedback on introducing audit trail functionality to XPM. We appreciate you explaining how important visibility and accountability are for managing teams and tracking job performance.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Callinda Beale
supported this idea
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This is very important. Staff should not have to remove then re-add the suspension on the returns, as errors etc can occur