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5 results found
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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. 🙂
Julie-Anne (Jewlz) Ellem
shared this idea
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21 votes
Appreciate you letting us know how filters on the Jobs widget in the new XPH homepage would be useful.
We're keen to get a better idea of the number of users that'd also find this helpful. Feel free to share the link to this idea with other colleagues that'd find this useful too!
We'll share if there are any updates for you here.
Julie-Anne (Jewlz) Ellem
supported this idea
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62 votes
Hi everyone, we understand interest and how bulk action in the new Tax Manager would improve efficiency when preparing tax for your clients.
Tax Manager is a new experience that is currently in beta in Xero Partner Hub. Bulk actions high on the list of what's coming soon as we build features into this experience.
We appreciate the importance of bulk actions to everyone here and will be sure to update you all as soon as this is rolled out.
Julie-Anne (Jewlz) Ellem
supported this idea
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185 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 Julie-Anne (Jewlz) Ellem
supported this idea
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7 votes
An error occurred while saving the comment Julie-Anne (Jewlz) Ellem
commented
In light of XeroCon2023 cyber security - I believe there should be an option on Xero XPM that allows us to delete sensitive data from archived clients.
If we are to do annual audits of the data we hold, and keep and delete what we no longer need to have on file, would it not then be pertinent to give us a reminder when we archive clients that leave our practice to either manually delete (or automagically ask for it to be redacted).
I'm thinking data including:
+ Tax File Numbers
+ Date of Birth
+ Bank detailsAt the moment, the process to delete this information from my archived list is to restore the old client, manually delete, and then re-archive.
For those of us who have used XPM since inception, that's a LOT of clients and a LOT of data to delete being a big time waster, but important in these times of higher scrutiny on data security.
Ideally we'd have two options available to Practice Administrators:
1. Delete this data from already archived clients
2. Reminder / Request to delete this data upon archiving active clientsJulie-Anne (Jewlz) Ellem
supported this idea
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I'd also like to add: Successor Director for Companies and Successor Appointer for Trusts.