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  1. 70 votes

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    Ayse Aslan supported this idea  · 
  2. 8 votes

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     ·  2 comments  ·  Practice tools  ·  Admin →
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    Ayse Aslan commented  · 

    needs to be updated ASAP!!

    Ayse Aslan supported this idea  · 
  3. 45 votes

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     ·  2 comments  ·  Practice tools  ·  Admin →
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    Ayse Aslan supported this idea  · 
  4. 14 votes

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    Hi team, we appreciate your input to product ideas. While we don't have plans for bulk update of Job names right now, I wanted to share some work we've recently released for other bulk actions.

    You can now update the Priority, State, Start date, Due date, Staff, Manager or Partner for multiple jobs at once. Select the jobs from the Job Manager page, click 'Bulk actions' and choose the action you'd like to make.

    We'll continue to track the interest for other bulk actions for jobs and share if there is any news for you, here. Thanks

    Ayse Aslan supported this idea  · 
  5. 30 votes

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    Hi everyone, thanks for the continued engagement and support in this idea.

    While this is something we'll keep reviewing for Xero Tax(UK) there are no plans for adding spouse links right now.

    If there's any development planned for this in Xero Tax(UK) we'll be sure to share an update with you all, on this idea.

    Ayse Aslan supported this idea  · 
  6. 46 votes

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    Hi everyone, we appreciate your interest and contributing to the idea here.

    While this is something our teams are keeping a close eye on, we want to be honest that for the time being we do not have any plans for developing automatic calculations for this with Xero Tax(UK).

    Atm, we're waiting to see how HMRC will support farmers averaging within MTD IT before making any plans to develop a solution within Xero. We will share if there are any updates surrounding this for you, here.

    Ayse Aslan supported this idea  · 
  7. 301 votes

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    Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.

    We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.

    As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks

    Ayse Aslan supported this idea  · 
  8. 110 votes

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    Hi team, thanks for sharing your feedback on permissions here. We really appreciate the strong interest in this area.

    With the new client and staff experience, some of you may have already seen the updated Client permissions, which help address part of this need. We’ve also recently introduced a change that allows staff with view-only access to create and edit notes, which also reflects some of the feedback raised.

    To be transparent, we don't have any plans in the near term to enable staff to edit contact groups or relationships without full edit access. As the team continues to develop the practice experience, they’ll keep monitoring feedback in this area, and if anything changes we’ll be sure to share an update here.

    Ayse Aslan supported this idea  · 
  9. 21 votes

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     ·  4 comments  ·  Practice tools  ·  Admin →
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    Ayse Aslan shared this idea  ·