Settings and activity
62 results found
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27 votes
Daniel Harcombe
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46 votesDaniel Harcombe
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54 votes
We understand the varying levels of access different staff need can differ client-to-client.
With the new client and staff permissions that'll be coming soon through the Xero Partner Hub, you'll get more control and granularity to assigning staff permissions to clients.
Find out more about the Xero Partner Hub on our website. Its live now for UK practices and will be coming to all other partners toward the end of this year. We'll keep you in the loop as it goes live, here.
Daniel Harcombe
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33 votesDaniel Harcombe
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27 votesDaniel Harcombe
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64 votesDaniel Harcombe
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173 votesDaniel Harcombe
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132 votes
Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
Daniel Harcombe
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66 votesDaniel Harcombe
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47 votesDaniel Harcombe
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64 votesDaniel Harcombe
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389 votes
Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
Daniel Harcombe
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161 votes
Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.
However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.
We will keep let you know if there is any progression to share here.
Daniel Harcombe
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62 votes
Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!
As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.
While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.
An error occurred while saving the comment Daniel Harcombe
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103 votesDaniel Harcombe
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114 votes
Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.
While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂
Daniel Harcombe
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45 votesDaniel Harcombe
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200 votes
Hi everyone, thank you for your continued input and feedback through this idea. Since my last update as some may have seen we have announced a new plan Xero Simple designed to support non VAT registered sole traders and landlords, as they prepare for the next phase of Making Tax Digital. And, that MTD IT will be available for all Xero business plans - see more on my update here.
While we understand the desire from small businesses in Xero Tax for the UK, our intention is for this to remain a Partner only feature. We'd highly recommend connecting with a Xero adviser if this is a tool you'd like to make use of.
Daniel Harcombe
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125 votesDaniel Harcombe
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314 votes
Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.
We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here
Daniel Harcombe
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Definitely!