Settings and activity
153 results found
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17 votes
Hi team, this idea has been created off the back of this idea to get a good understanding of the interest in specifically providing temporary Client access to a staff member.
While this isn't somethign we have planned atm, our product team would like to get insight to consider in future planning. Thanks!
Elisa Harris
supported this idea
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3 votes
We appreciate you submitting your idea and identifying key areas for improvement.
After a successful review, your proposal is now eligible for community backing. We encourage you to reach out to colleagues who might benefit from this feature so they can add their support.
Additionally, the community can provide further context in the comments on how this update would improve their workflow.
Elisa Harris
supported this idea
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2 votes
Hi Victoria, thanks for sharing your idea and the changes you’d like to see.
Your idea is now with the community, and members can vote and comment to share how it could help improve their experience. Don’t forget to pass it along to anyone who might find it helpful 😊
Elisa Harris
supported this idea
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15 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea 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.
Elisa Harris
supported this idea
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8 votes
Thanks for sharing your feedback on how jobs open in XPM. We appreciate you taking the time to let us know how this impacts your workflow.
We've reviewed your idea 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.
Elisa Harris
supported this idea
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70 votes
Thanks for sharing your feedback on the main entity indicator in XPM groups.
We've reviewed your idea 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.
Elisa Harris
supported this idea
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75 votes
Hi everyone, thanks for your feedback on this. We appreciate you sharing how the number indicators for Tax Returns and Notes helped streamline your workflow in XPM.
We've reviewed your idea 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.
Elisa Harris
supported this idea
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19 votes
Thank you for sharing your feedback and highlighting the features that are most important to you.
Your suggestion has been reviewed and is now open for community voting. We encourage you to share the link with colleagues who might benefit from this change so they can add their support. In addition to voting, other members can now leave comments to explain how this improvement would enhance their Xero experience.
Elisa Harris
supported this idea
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6 votesElisa Harris
supported this idea
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35 votes
Hi Megan, thanks for your feedback on the new Partner Hub experience when entering client addresses. Your input is valuable to and appreciated. We have moved this idea to Gaining Support and the Product team will be looking over all the feedback from our customers/partners so they can get a better idea of the experience and functionality of the new platform. Thanks again for sharing this with us.
Elisa Harris
supported this idea
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7 votes
Thanks for your feedback, Isabel - I have shared this onto our product team and will let you know if there are any updates around the error messaging for you here.
Elisa Harris
supported this idea
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34 votesElisa Harris
supported this idea
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13 votes
Hi everyone, thank you for sharing this here. We've moved this idea to gain more support from the community as we can see there's quite a few votes. We want to get an understanding of other users that might want to see this feature implemented as well. In the meantime, please feel free to share this with your friends and colleagues so they can add their votes and comments too.
Elisa Harris
supported this idea
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8 votes
We appreciate that with date of death now available as a field on a client record that some users would like to see this automatically pull through to the relevant tax return.
While we don't have direct plans of this right now we're keen to get a sense of interest in this from our partners in community.
Elisa Harris
supported this idea
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8 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to make changes to the layout of the client page 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 Elisa Harris
supported this idea
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33 votes
Hi and thanks for sharing this idea!
It’s great to get such specific detail on how the visibility of group names impacts your workflow, especially when navigating between multiple screens in XPM.
I have moved this into our Gaining Support category.
This means other members of the community can now vote on your suggestion, which helps our product teams gauge interest and prioritise future UI refinements. We’ll keep a close eye on this one to see how much traction it gets. Thanks for helping us improve the XPM experience!
Kind regards
An error occurred while saving the comment Elisa Harris
commented
So much harder to read and interact with. I feel like I'm stumbling around on what was once a familiar system - don't know how to even do my own job because I can't find anything.....
Elisa Harris
supported this idea
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15 votes
Appreciate your feedback on this and good to understand the different ways our partners are often viewing this information, Natascha.
Your feedback here has been shared back with our product team and I'll be sure to loop you in if there are any improvements planned for how the page responds when viewing from a mobile browser.
Elisa Harris
supported this idea
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78 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.
An error occurred while saving the comment Elisa Harris
commented
Totally agree with the other comments - we are really struggling since the change in December with all the lost functionality. Really struggling to see the multiple small functionalities delivered, as a positive tradeoff for the whole system taking a major step backward. Our whole admin team of 8 (70+accountants in our firm) are tearing their hair out just trying to perform basic functions. Please bring back the lost functionality you have taken away!
Elisa Harris
supported this idea
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9 votes
Thanks for sharing your feedback with us!
We appreciate you taking the time to let us know what changes matter to you.
Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.
An error occurred while saving the comment Elisa Harris
commented
Definitely - part of this would include being able to see invoices that have been part paid as well, as Report Builder is very inflexible in allowing accountants to get a summary view of payments received in a certain date range (such as can be generated in Xero Blue via Activity Statement)
Elisa Harris
supported this idea
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197 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
An error occurred while saving the comment Elisa Harris
commented
I would add to this that it would be great to be able to create custom relationship types, as every firm has unique preferences/requirements. For us, I would find a sibling/cousin relationship helpful, as the family structure can get quite confusing in this day and age with different surnames/parents/ etc
An error occurred while saving the comment Elisa Harris
commented
Even if it's just a custom relationship, so I can fill in what I want (eg sibling of, grandchild of)
Elisa Harris
supported this idea
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So much harder to read and interact with. I feel like I'm stumbling around on what was once a familiar system - don't know how to even do my own job because I can't find anything.....