Settings and activity
20 results found
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11 votes
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Christopher Sykes
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. 🙂
Christopher Sykes
shared this idea
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11 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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10 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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2 votes
Hi Christopher, thanks for feeding back on your experience with new Tax Manager that's currently in beta.
Our product team are staying very close to the feedback here, and keen to better understand your idea - Would the 'unrelated' client that you've mentioned all be part of the same client group? If so, is there a purpose to the grouping they are a part of?
Christopher Sykes
shared this idea
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23 votes
Thanks for participating in the forum here and sharing how we could improve new workpapers further for your use, Adam. Our team are paying close attention to the ideas that are coming through here and we;'ll start to get a sense of others that'd find this flow useful here, too.
Christopher Sykes
supported this idea
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31 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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19 votes
Thanks for sharing your feedback regarding the timestamp changes on notes in the New PartnerHub experience.We've reviewed this feedback and moved this to Giaing Support, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Christopher Sykes
commented
The date a Note is created needs to remain as the date on the Note.
When a Notes is edited the date changes to the date it was edited. This needs to remain as the date the Note was created not changed everytime a Note is edited. For instance if it is used for incoming or outgoing mail and the letter was sent or received on the 30/09/2025 this needs to remain as the 30/09/2025. Currently if someone updates the Note on the 03/10/2025 the Note date changes to the 03/10/2025, so you no longer know when the letter was actuall received or sent. This makes the Note usless for keeping records.
Christopher Sykes
supported this idea
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7 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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37 votes
Thanks for the suggestion. We’re rolling out the new Xero Workpapers with BGL to deliver a more integrated compliance workflow, starting with a phased release in Australia. Today you can attach documents and links, set flexible workpaper periods, and use basic calculation sheets in the new experience, and we’re working on entity‑specific variations for tailored templates, a direct Import Xero Reports as PDFs flow for faster evidence capture, and deeper Workpapers ↔ AU Tax integration so data moves more smoothly across your compliance steps. We’ll keep this idea updated as these capabilities land.
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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42 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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24 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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43 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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Practice tools | Staff - Ability to select clients on multiple pages when assigning clients to staff
15 votesThanks for getting involved and sharing your support for this idea, team. We get the desire for more efficiency when assigning clients to staff.
This is a feature our product team are working on at present and I'll share more as it's released for you all here.
Christopher Sykes
supported this idea
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12 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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13 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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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.