Settings and activity
19 results found
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34 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Lisa Favelle
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39 votesLisa Favelle
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An error occurred while saving the comment -
5 votes
Hi Alison,
We're grateful for your engagement and for this very specific and useful suggestion for reporting in Xero Practice Manager.
We've reviewed your idea to be able to filter reports by tax returns that have been lodged as 'Final' for a specific year, and it's now open to gain support from other community members. We can definitely see how this filter would streamline end-of-year processes and remove the need to keep manual lists for cross-checking and archiving clients.
Along with votes, other practices can now comment to share more details on how this reporting criteria would improve their own client management workflows.🙂
Lisa Favelle
supported this idea
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14 votes
An error occurred while saving the comment Lisa Favelle
commented
We updated a client email address everywhere, and removed an old contact email. Due to some sort of glitch for recurring invoices, the next invoice was sent to the old contact. Apparently you have to delete the contact entity in the recurring invoice template and re-add it. This is obviously some sort of system glitch which should be rectified, why can't the template automatically update to send the invoice to the details listed on the current contact? Isn't that the most sensible way for it to work?
Lisa Favelle
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19 votes
Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members so we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
An error occurred while saving the comment Lisa Favelle
commented
One simple 'Total Hours' field added at the bottom of the existing column please! Surely a simple addition. See image attached.
Lisa Favelle
supported this idea
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An error occurred while saving the comment Lisa Favelle
commented
Yes please! The inclusion of a 'total hours' column in the individual pay employee screen seems like a basic, commonsense inclusion that is missing! Ordinary hrs, leave, public holiday etc - so can be easily checked, without having to manually calculate all the fields.
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122 votes
Hi everyone, thanks for showing your interest here. We've been looking into your requests around Document packs, however want to be upfront that right now, editing sent packs is not on the immediate roadmap.
We appreciate you providing more details on the exact scenarios where being able to edit a sent pack would be most helpful. It provides a good picture of the specific problems you're facing, which will help us explore various solutions in the future.
We'll be sure to keep you updated on any progress.
Lisa Favelle
supported this idea
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An error occurred while saving the comment Lisa Favelle
commented
Sometimes a client has changed their email address and not advised us, or there may be an issue with logging in to a certain account so they request it be sent to another instead. The fact that the whole pack that has already been complied and sent, can't just be resent, means extra time (that no one has) must to be spent to start the Doc pack all over again. These doc packs can often contain a long list of various document types, so it's often not a quick thing to do.
Also, the option to NOT send a cancellation notice to the client if a doc pack has to be cancelled, is something we identified as an issue from when we first started using Xero years ago. For various reasons, this may be necessary, and the cancellation messagejust confuses / concerns clients and results in follow ups to us to explain, as per Sonia Diacono's recent comment.
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31 votesLisa Favelle
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11 votes
Thanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here?
This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂
Lisa Favelle
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7 votesLisa Favelle
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22 votesLisa Favelle
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5 votesLisa Favelle
supported this idea
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An error occurred while saving the comment Lisa Favelle
commented
The ability to be able to report on (or at least filter on Returns page) by date sent for e-signing and/or marked as Out to Sign, would be very helpful.
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8 votesLisa Favelle
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16 votesLisa Favelle
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44 votesLisa Favelle
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317 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
Lisa Favelle
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83 votesLisa Favelle
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104 votes
Hi everyone, thanks for your feedback and support on this idea.
Your detailed comments help us understand the real-world impact of this on your day-to-day work.
This isn't in the pipeline currently, however our product team are very much aware of the idea here and considering this closely as they continue planning so I'll make sure to update if there is any news to share.
Lisa Favelle
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38 votesLisa Favelle
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3 votesLisa Favelle
shared this idea
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admin staff need ability to re-send a receipt. If they can create an invoice and receipt a payment, why can't they send a receipt without being given access to bank accounts, it doesn't make sense to the end user. I was hoping this may have changed in the recent updates, but it doesn't appear to have?