Settings and activity
6 results found
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52 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.
An error occurred while saving the comment -
7 votes
Thanks for sharing this idea. We understand you'd like the ability to archive unused tasks in Xero Practice Manager so they no longer appear when adding tasks to jobs or job templates, while still preserving historical records.
We've moved this idea to Gaining Support so we can better understand how many customers would find this helpful. If this would improve your workflow, please add your vote and share more detail in the comments about how you'd use it and the impact it has on your practice.
We review the ideas with the most support as we plan future improvements, and we’ll keep this idea updated here as it progresses 🙂
Adele Wardley
shared this idea
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42 votes
An error occurred while saving the comment Adele Wardley
commented
Another voting for the ability to bulk upload jobs via csv import. In particular we would want to update budget, which can't be done simply or efficiently any other way.
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118 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.
Adele Wardley
supported this idea
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207 votes
Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.
We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.
As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting.
To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it.
We see the value in providing more customisation in reporting. Right now we have some more codes…
Adele Wardley
supported this idea
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30 votes
An error occurred while saving the comment Adele Wardley
commented
Agree with this. Xero knows who our clients are, the xero ledger is linked to the client in HQ- it should be so much more automated than the current manual processes.
Adele Wardley
supported this idea
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Another voting the need to save the filters to restore the basic functionality that was in the system that has been broken as a result of these 'improvements'. While we are tere, please restore the feature that updated the total count of the returns in the various stages by filtered partner or manager so the people trying to get through the work can actually see the number of returns at the various stages for their jobs. This is another aspect of the software that has worked, for a long long time, and has now been broken resulting in a loss of data if not fixed. A long long long way from beautiful xero.