Settings and activity
32 results found
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38 votes
Hey team, we appreciate the feedback we've received and the support this idea has.
Your idea is definitely on our product teams radar. Although there are no immediate plans to share right now, we will be sure to update you of any change that'd help, here. Thanks
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Zoe Giles-Jones
supported this idea
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Zoe Giles-Jones
shared this idea
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Zoe Giles-Jones
shared this idea
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Zoe Giles-Jones
shared this idea
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12 votes
An error occurred while saving the comment
Zoe Giles-Jones
commented
The future year returns require to be lodged prior to 15th June as per ATO requirements/specifications.
If the return is not filed before then, then the team will need to re-enter the information onto the new 2025 tax form
There is not a button to merge the future year into the new 2025 form and this would be a new feature request
Zoe Giles-Jones
supported this idea
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19 votes
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Zoe Giles-Jones
commented
Yes! How is this not already a thing
Zoe Giles-Jones
supported this idea
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11 votes
Zoe Giles-Jones
supported this idea
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29 votes
An error occurred while saving the comment
Zoe Giles-Jones
commented
Xero’s current permission structure lacks sufficient separation of duties, making it challenging for firms to enforce proper governance and compliance. Greater flexibility in permission settings is needed to ensure roles are clearly defined and responsibilities are appropriately distributed.
Introduce a more detailed permission structure within Xero Tax, example: Separating "Approve" and "Sign" functions
Zoe Giles-Jones
supported this idea
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45 votes
Zoe Giles-Jones
supported this idea
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4 votes
Zoe Giles-Jones
shared this idea
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33 votes
An error occurred while saving the comment
Zoe Giles-Jones
commented
Surely this would be so easy to set up - cant believe this is still open since 2015!
Zoe Giles-Jones
supported this idea
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70 votes
Thanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.
Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.
Zoe Giles-Jones
supported this idea
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An error occurred while saving the comment
Zoe Giles-Jones
commented
Please update this. We sync from GreatSoft (MYOB) always has a mobile number and never a fax
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20 votes
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Zoe Giles-Jones
commented
Yes, this would save so much time, esepcially as we have permissions based on certain roles in the company.
Zoe Giles-Jones
supported this idea
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7 votes
Hi team, we understand and appreciate the concerns around permission sets and giving staff access to clients. The Xero Partner Hub will introduce new permissions with more granularity to control what your staff can see and access within client files. These permissions will be independent of the practice role and can be assigned to anyone.
The Admin role will continue to have automatic access to practice owned orgs, however you may like to consider whether existing staff still need this permission or if they can instead be given the Standard role with additional permissions for managing Clients or Staff. I'll return to share as this goes live. Thanks
Zoe Giles-Jones
shared this idea
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14 votes
An error occurred while saving the comment
Zoe Giles-Jones
commented
Yes, would love the comparative function to be on FBT returns and not just ITRS. Also need comparative on the schedules on ITRS too!
Zoe Giles-Jones
supported this idea
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2 votes
Zoe Giles-Jones
shared this idea
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10 votes
Zoe Giles-Jones
shared this idea
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115 votes
Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.
While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂
Zoe Giles-Jones
supported this idea
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25 votes
Zoe Giles-Jones
supported this idea
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392 votes
Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
Zoe Giles-Jones
supported this idea
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When 31 December year-end returns are prepared in the 2025 form, Xero Tax should automatically roll them forward into the 2026 forms.
Saves time and reduces duplication.