Settings and activity
11 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. 🙂
Anne-Maree Crosby
shared this idea
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11 votes
Thanks for sharing, Rhys. It'd be good to get an understanding of other practices that'd also find this helpful.
Be sure to share your idea here with others in your practice that'd find this helpful so they can add their vote too. 🙂
Anne-Maree Crosby
supported this idea
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3 votes
Thanks for highlighting this opportunity. Retaining previous suspension reasons could give better visibility of a return's history after the suspension has been removed. This could be particularly useful when reviewing older returns or understanding why a return was previously paused.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and share how you’d like previous suspension details to appear.
Anne-Maree Crosby
supported this idea
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14 votes
Appreciate your feedback here, Kristine. With Tax Manager currently a beta feature, our product team are staying close to the feedback on this here.
Right now we'll gauge interest in your idea, and I'll be sure to update you if there is any progress around this.
Anne-Maree Crosby
supported this idea
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5 votes
Hi Serge. thanks for highlighting this. We understand how helpful it would be to see item counts in each status at a glance when managing your workload.
Adding counts to headers like “Ready to Start,” “In Progress,” and “Filed” would make it much easier to track volumes without extra clicks or scrolling.
I’ve moved this to Gaining Support so we can track interest and highlight to our product team how this could improve day-to-day visibility in Tax Manager.
Anne-Maree Crosby
supported this idea
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46 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.
Anne-Maree Crosby
supported this idea
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75 votes
Hi everyone, we appreciate the efficiency filtering by Partner and Manager in Tax Manager could have in your day to day.
While the Tax Manager is still in beta your feedback is helping shape what comes next, so thank you for your input here.
Our product team is exploring filtering options within Tax Manager, so we’ll move this idea to In development, and keep you posted on progress here. You can also check our Xero Central page for pipeline updates.
An error occurred while saving the comment -
82 votes
Hi team, as we continue to progress with improvements for 'Ready to start' our product team would love to engage with users that have voted for this here; to get more understanding of your setup, and give input on early designs.
If you'd be interested in meeting with the team you can book a time that works best for you through this link 🗓️ Thanks!
Anne-Maree Crosby
supported this idea
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117 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.
Anne-Maree Crosby
supported this idea
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101 votes
Thanks so much for taking the time to share this idea and for adding your feedback here 💙
We hear that you feel this would be an improvement, and while this is something the team has considered, it’s not currently in the pipeline and we’re unable to share plans to take this forward right now. We know that may be disappointing, especially given the support for this idea, and we really appreciate you continuing to tell us what would make the biggest difference for your practice. If anything changes, we’ll be sure to update you on this thread.
An error occurred while saving the comment Anne-Maree Crosby
commented
Would be handy to be able to put in comments regarding why a job is at a particular stage rather than have additional multiple stages.
Anne-Maree Crosby
supported this idea
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12 votes
An error occurred while saving the comment Anne-Maree Crosby
commented
Agree this would be a time saver if default to what our practice uses.
Anne-Maree Crosby
supported this idea
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An error occurred while saving the comment Anne-Maree Crosby
commented
In XPM Invoicing the default Pricing Mode is Calculated Price which is the total of the WIP. We need the option to change this to Fixed Price being an amount we decide to invoice to the client. Can this be changed so each practice can have their own preference of default method of billing.
How many out there use Calculated Price?
Also should be able to save the Filter selected, like you can in Jobs home screen and can do currently in the Tax Returns home screen. To not have this is in Tax Manager a step backwards.
Also the naming of filter options should be the same across Xero ie in Tax Manager "Client" is Partner/Manager/Tax Agent where these options are separate in Jobs & the Client in Jobs is referring to clients.