Settings and activity
9 results found
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70 votes
Thanks for your feedback on our updates to Jobs within the practice experiences beta. Our team are following and considering all feedback we receive through this forum very closely and I'll be sure to let you know if there are any updates.
Larissa Mould
supported this idea
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16 votes
Thanks for starting this conversation. When a cost is allocated to the wrong job, having to delete and recreate it can be time-consuming and can add extra steps to keep job costs accurate. An option to edit or move a cost between jobs would make this much simpler and reduce rework.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.
Larissa Mould
supported this idea
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33 votes
Hi Sue, thanks for sharing this! A merge feature for jobs could make managing duplicates much easier and help keep your records accurate and up to date. It would ensure that notes, tasks, and time entries all stay in one place, giving you a clearer view of each job’s progress and profitability.
We’ve moved this along to Gaining Support so the product team can see how useful a merge tool could be.
Larissa Mould
supported this idea
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41 votes
Hi team, really good to hear your feedback on what could improve your experience with new Tax Manager which is currently in beta.
We're listening to the feedback we're receiving about this from our community and while not in the works just yet, the ability to save custom filters is a feature we plan to develop.
You can get more of a view of what's to come in Tax Manager through Xero Central, and I'll keep you updated here once this idea progresses with the team.
Larissa Mould
supported this idea
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23 votes
Hi everyone, thanks for the engagement here so far. We understand the request to have Bare Trust available as a business structure option when creating a new client, making it easier to accurately classify and manage these entities.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community.
Larissa Mould
supported this idea
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72 votes
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.
Larissa Mould
supported this idea
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12 votesLarissa Mould
supported this idea
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58 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂Larissa Mould
supported this idea
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13 votes
An error occurred while saving the comment Larissa Mould
supported this idea
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We too require this setting to be made available asap. We need to be able to restrict tax access at the staff level and only allow those selected staff to view client returns that have the tax access turned manually on via the Client tab. To use the current functionality in the Client tab/Options/Tax Access requires you to turn off the staff access for every client one by one and archived client's returns also. This is impossible to do one by one.
You can restrict what jobs a staff member can access, why not tax returns?