Settings and activity
18 results found
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318 votes
Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.
We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.
We'll be sure to share further updates on this with you all, here.
An error occurred while saving the comment 
Christopher Sykes
supported this idea
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11 votes
An error occurred while saving the comment Christopher Sykes
commented
Hi
Jobs for all clients assigned to a Partner or Manager should show up on that Partner or Managers job list in "Jobs Manager" regardless of whether they have been assigned to the job or not. Too many job slip through the gaps due to no manager or partner having been assigned to the job specifically. This would be solved by the Partner and Manager field on Jobs being automatically assigned to the Partner and Manager who is assigned to the client.Christopher Sykes
supported this idea
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21 votes
Hi team, appreciate all the sharing on bulk actions in Tax Manager. It is helpful to hear how this impacts your workflow when managing multiple returns.
Our team is keeping a close eye on feedback around Tax Manager and exploring ways to bring the ability to select and action multiple tax returns at once to life.
We’ve moved this idea to In Discovery. We recommend keeping an eye on this Xero Central article for more information on what’s coming next in Tax Manager. We’ll keep you posted as things progress, and your votes and comments continue to show us how important this is for the community.
Christopher Sykes
supported this idea
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21 votes
Great to hear you using and sharing back on our Tax Manager beta experience, Matthew.
Our product team are closely monitoring the feedback on this here, and as you may have seen this is a feature we have plans for developing, so I'll keep you updated on it's delivery here.
You can find out more, and see what else is coming to this experience from our Xero Central article. Thanks!
Christopher Sykes
supported this idea
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10 votes
Thanks for additional feedback here, team. We appreciate the needs expressed and this is something our product team are picking up to investigate deeper. I'll round back with any updates.
Christopher Sykes
shared this idea
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28 votes
Appreciate the interest this idea has been receiving and we wanted to let you know that our product team are taking a closer look into this idea specifically.
I'll be back to share any further updates with you all, here.
Christopher Sykes
supported this idea
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39 votes
Hi team, we appreciate your feedback as you get stuck in to trying our our new Workpapers. Our team have been monitoring feedback closely and I'd like to share that we're in the process of developing a GST Workpaper in our new solution. We'll be back to share once it's released. 😊
Christopher Sykes
supported this idea
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9 votes
Hi everyone, thanks for showing your support in this idea. Paying close attention to the feedback in this forum our product team have picked this up and are now working on improving the visibility of this button in the new solution. I'll be back to share as soon as I have more news 😁
Christopher Sykes
shared this idea
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46 votes
Hi team, apologies we jumped the gun a touch on the idea here.
Like previously mentioned, right now you can attach documents and links, set flexible workpaper periods, and use basic calculation sheets in the new experience.
Currently our team are exploring how we might further enhance Workpapers with variations for tailored templates, and support direct importing of reports to improve the way data moves across your compliance steps. We'll share as we have more updates for you around this.
An error occurred while saving the comment Christopher Sykes
commented
It would be good to be able to add an excel/word file custom workpaper to Xero Workpapers. Attach a file so that it can be opened from the Xero workpapers
Christopher Sykes
supported this idea
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25 votes
An error occurred while saving the comment Christopher Sykes
commented
It would good if we could create workpapers for non Xero clients and clients that are not attached to our Adviser account, like could be done in the old workpapers. At the moment we can only create workpapers for Xero files attached to our Adviser account.
Christopher Sykes
supported this idea
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50 votes
Hi Everyone, thank you for the time taken to give us the feedback on this feature. Im happy to say this idea is in development and will be added to the new Xero Workpapers experience in early 2026. We will keep everyone updated here as more features are released and you can also see updates and read more about the new experience here ✨🌟💫
Christopher Sykes
supported this idea
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28 votes
Hi everyone, thank you for your support on the idea here.
Right now, our product team are looking into the ability to search via TFN from the Client list.
They're in exploration atm, so I'll keep you updated on further progress here.
Christopher Sykes
supported this idea
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2 votes
Appreciate there are different flows for when and how you might update this sort of information, Christopher. Thanks for sharing how we could improve this association for you.
We'll keep an eye on the interest of your idea here, and I'll let you know if there are any plans made to accommodate.
Christopher Sykes
shared this idea
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48 votes
Thanks for letting us know the changes that would make a difference for you when working with clients, Christopher.
Our product teams are monitoring feedback through the practice experiences beta closely and I'll be sure to let you know here if there are any improvements planned to enable opening in a new tab.
Christopher Sykes
shared this idea
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16 votes
We appreciate you sharing feedback on the beta experience, Carol. We'll begin to get feedback and support for this through your idea. Our product teams are keeping a close eye on this forum and I'll be sure to share if there's any change planned
Christopher Sykes
supported this idea
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15 votes
Great to be getting all this detail on small changes that would make a big difference for you managing clients in your practice.
We'll continue to track the support this idea receives and I'll let you know if there are any updates planned.
Christopher Sykes
shared this idea
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80 votes
An error occurred while saving the comment Christopher Sykes
commented
This is extremly important when trying to export client for mail merge etc. Without it, it makes annual complian ce communication so much more time consuming that it should be.
Christopher Sykes
supported this idea
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16 votesChristopher Sykes
shared this idea
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On the send statement page add a filter, so that you can filter by the number of days overdue. So that you can easily send different statement reminders based on how overdue the amount is. e.g. If a customer has invoices that are only 30 days overdue send a friendly statement reminder, if the customer has invoices more the 180 days overdue send a legal action statement reminder.
It would be good if this could be incorporated into the Smart lists on the contact page also.
It would also be very helpful to be able to exclude client with credit amounts from the overdue filters.