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32 results found

  1. Practice Manager - TPAR Form

    49 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Nicole Lopez supported this idea  · 

  2. Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job

    19 votes

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    8 comments  ·  Practice tools  ·  Admin →
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    Nicole Lopez supported this idea  · 

  3. Practice Manager | Jobs - Ability to update job Tax Return is associated

    89 votes

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    16 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.

    Nicole Lopez supported this idea  · 

  4. XPM | Job Manager - Add notes column with option to add note

    101 votes

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    23 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks so much for taking the time to share this idea and for adding your feedback here 💙

    We hear that you feel this would be an improvement, and while this is something the team has considered, it’s not currently in the pipeline and we’re unable to share plans to take this forward right now. We know that may be disappointing, especially given the support for this idea, and we really appreciate you continuing to tell us what would make the biggest difference for your practice. If anything changes, we’ll be sure to update you on this thread.

    Nicole Lopez supported this idea  · 

  5. Xero HQ - Staff Audit Log

    36 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Nicole Lopez supported this idea  · 

  6. XPM - Report audit trail

    46 votes

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    submitted  ·  14 comments  ·  Practice tools  ·  Admin →
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    Nicole Lopez supported this idea  · 

  7. XPM - Ability to view Job's state history

    64 votes

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    submitted  ·  15 comments  ·  Practice tools  ·  Admin →
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    Nicole Lopez supported this idea  · 

  8. Practice Manager - Audit trail for client history

    329 votes

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    37 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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

    Nicole Lopez supported this idea  · 

  9. Practice Manager - Bulk update jobs via import

    41 votes

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    submitted  ·  13 comments  ·  Practice tools  ·  Admin →
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    Nicole Lopez shared this idea  · 

  10. Job Manager - Bulk delete jobs

    39 votes

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    submitted  ·  9 comments  ·  Practice tools  ·  Admin →
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    Nicole Lopez supported this idea  · 

  11. Practice Manager - Bulk Data Updates

    72 votes

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    6 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we thoroughly appreciate your engagements with us here, and helping us understand future improvements that could enhance your use of Xero for managing your practice.

    As you'll have likely seen we are in the process of releasing new client and staff experiences to unify our practice tools under what will soon become Xero Partner Hub.

    With the current work in progress we want to be open that bulk updates like what's being asked here aren't in the roadmap atm, however this will be something we consider as we keep revising our roadmaps. If there are any updates we will share on this idea.

    Nicole Lopez supported this idea  · 

  12. Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs

    45 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Nicole Lopez supported this idea  · 
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