Settings and activity
18 results found
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59 votes
Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
Amy Stronach
supported this idea
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246 votes
Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.
I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.
I'll share more news here as this gets closer to release.
Amy Stronach
supported this idea
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5 votes
Hi Natalie, appreciate your idea about including prior year returns in the Ready to Start list. We can see how this could make workflows in Tax Manager a bit more straightforward.
We’ve moved this to Gaining Support, so it’s now open for the community to vote and comment. Hearing how others might use this helps us understand the broader need.
Our Product team is interested in more ideas for Tax Manager, so if you or others have thoughts on ways to improve it, feel free to share them. Thanks for getting the conversation going.
Amy Stronach
supported this idea
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4 votes
Appreciate your feedback here, Kristine. With Tax Manager currently a beta feature, our product team are staying close to the feedback on this here.
Right now we'll gauge interest in your idea, and I'll be sure to update you if there is any progress around this.
Amy Stronach
supported this idea
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6 votes
Hi team, we can see how having the Ready to Start list in Tax Manager to include ATO clients missing from XPM/Xero Tax could make cross checking your clients list more efficient. Using this list as a single source to clean up or add missed clients sounds like a practical way to reduce extra steps.
This idea is now in Gaining Support, so it’s open for the community to vote and comment. If this would help your day-to-day work, we encourage you to add your vote and share your perspective—hearing how it could help in different situations gives the Product team a clearer picture of its value.
Amy Stronach
supported this idea
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9 votes
Appreciate the additional support this idea is getting. Please know this has been shared back with our product team who are taking a closer look into this.
While we can't commit to development atm, I'll shift the idea to In discovery and we'll let you know of any further updates around this, here. Thanks
Amy Stronach
supported this idea
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61 votes
Hi everyone, we understand interest and how bulk action in the new Tax Manager would improve efficiency when preparing tax for your clients.
Tax Manager is a new experience that is currently in beta in Xero Partner Hub. Bulk actions high on the list of what's coming soon as we build features into this experience.
We appreciate the importance of bulk actions to everyone here and will be sure to update you all as soon as this is rolled out.
Amy Stronach
supported this idea
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Amy Stronach
shared this idea
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10 votes
Thank you for your input on the changes that matter most to your workflow.
What happens next? Your idea is now live for community support! To increase its visibility, share it with any colleagues who would benefit so they can vote.
The community can also now use the comments section to provide more detail on why this update is a win for Xero users.
Amy Stronach
supported this idea
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27 votes
Good to understand the details that you find most useful when quickly reviewing jobs, William. Thanks for sharing with us here.
For now, we'll get an understanding of others that'd also like to see this through your idea, here.
Amy Stronach
supported this idea
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37 votes
Thanks so much for sharing this idea. We’re seeing that this suggestion is gaining support from other partners in the community, which helps us understand its overall importance. While we can’t promise any changes or share timelines, ideas that attract growing support are regularly reviewed by our product team when planning future improvements⭐.
Amy Stronach
supported this idea
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9 votes
Appreciate the feedback and understanding other insights that you'd find most useful. Our team are evaluating the feedback from these forums with a keen eye as they continue to explore improvements and we';ll share if there are any plans for this, here.
Amy Stronach
supported this idea
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12 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.
Amy Stronach
supported this idea
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4 votes
Hi Cherry, thanks for sharing this idea! It’s clear that not having “My Jobs” on the homepage adds extra clicks and makes it harder to keep on top of daily priorities.
As a workaround in the meantime, the Jobs table on the homepage does have filters — you can filter the jobs by Assigned to me as staff, Assigned to me as manager, or Assigned to me as partner to help focus on the tasks relevant to you. Still, we know a dedicated homepage widget would make this even smoother.
I’ve moved this to Gaining Support so we can track interest and see how many in the community would benefit. Your votes and comments help our product team understand the impact, so please keep them coming!
Amy Stronach
supported this idea
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21 votes
Appreciate you letting us know how filters on the Jobs widget in the new XPH homepage would be useful.
We're keen to get a better idea of the number of users that'd also find this helpful. Feel free to share the link to this idea with other colleagues that'd find this useful too!
We'll share if there are any updates for you here.
Amy Stronach
supported this idea
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32 votes
Thanks for your feedback here, everyone. We appreciate hearing how we can keep developing Tax Manager to better your experience.
As you may be aware Tax Manager is currently in beta and was released early for some users so you could access ready to start returns and the lodgment widget.
We're currently working on other features to build on this feature and you can stay up to date with what's in the pipeline on our Xero central page.
Filtering by partners and managers is on our radar too, and I'll shift the idea to Accepted for now, and be sure to share any progress for this here.
Amy Stronach
supported this idea
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1 vote
Thanks for your feedback, Amy. Appreciate why you may want to be able to better control the widgets other staff in your practice may see on the Xero Partner Hub Homepage.
We'll start to get a better understanding of the interest from practices in this control here and I'll let you know if there are any updates.
Amy Stronach
shared this idea
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5 votes
An error occurred while saving the comment Amy Stronach
supported this idea
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MYOB has this functionality, we would like this feature added to Xero ASAP.