Settings and activity
32 results found
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23 votes
Steven Cuffe
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24 votes
Hi Vanish, to confirm what you're asking here - Are you saying you'd like the ability to print a tax return excluding bank details and date of birth?
Steven Cuffe
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65 votesSteven Cuffe
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3 votes
Thanks for the idea Steven.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Steven Cuffe
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14 votesSteven Cuffe
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30 votesSteven Cuffe
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20 votesSteven Cuffe
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25 votesSteven Cuffe
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16 votesSteven Cuffe
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306 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Steven Cuffe
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1 voteSteven Cuffe
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30 votesSteven Cuffe
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Steven Cuffe
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28 votes
An error occurred while saving the comment Steven Cuffe
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41 votesSteven Cuffe
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52 votes
Appreciate you'd like to add more detail for assets within a pool.
Atm, we don't have direct plans for developing this, however we'll continue to track interest here, so keep adding your support.
Steven Cuffe
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29 votesSteven Cuffe
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19 votes
Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important proactive notifications could be for managing tax returns efficiently. We've moved this to Gaining Support, which means the community team have reviewed the idea and it's now open for community support through votes and comments. This is a great opportunity for others to add their voice and share how this could help their workflow. Keep the feedback coming!
Steven Cuffe
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99 votesSteven Cuffe
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38 votesSteven Cuffe
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25 votesSteven Cuffe
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After selecting "Edit Layout" it would be great if you could still see the account balances so you can see you changes without the need to select "Done" and then re client on Edit Layout again if the changes were incorrect.