Settings and activity
11 results found
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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
Shelley Roche
supported 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.
Shelley Roche
supported this idea
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15 votes
Thanks for your feedback, Patrizia, it's really good to hear about features that you find help you move efficiently when managing your clients and practice.
We'll get a sense of the interest from this here and I'll share if there are any updates.
Shelley Roche
supported 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.
Shelley Roche
supported this idea
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48 votes
An error occurred while saving the comment Shelley Roche
supported this idea
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184 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.
Shelley Roche
supported this idea
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5 votesShelley Roche
shared this idea
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13 votesShelley Roche
supported this idea
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166 votes
Thanks for the continued support of this idea, and providing added detail on why seeing age at a glance would be helpful in your workflows.
We've looked into possible solutions to accommodate the needs here, however there's some work that'd need to be done to achieve this. With current focus on Xero Partner Hub release this isn't a feature that we've planned at this time. However, we'll continue to reassess and consider this in future planning. I'll share if there are any updates.
Shelley Roche
supported this idea
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4 votes
An error occurred while saving the comment Shelley Roche
commented
It would be great if the job number reference on the Xero invoice was able to overrule the client name when it flows into XPM. For example on a recurring invoice you can add a job reference and have more than one recurring invoice per job. These may be issued to more than one entity within the group but all flow into the one job.
Alternatively if you could create a job for a Group and then have the invoices flow into XPM and if the job # matches and the client name matches an entity within the group it all goes against that job correctly.
Check out case #CX0014141010 for more info if needed
Shelley Roche
supported this idea
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117 votes
Hi team, back to share an update as work progresses. 😊
Our team are in active development of 2025 (and future years) tax returns to provide pre-population of loss balances bought forward. We'll also provide warning on the return where data differs from that received from IR.
I'll loop back again as we roll this out, along with further details of the change. Thanks!
Shelley Roche
supported this idea
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It would be great if you could also re-allocate invoiced amounts to a different job i.e. wanting to consolidate invoiced amounts into one job if wrong reference used or things change