Settings and activity
8 results found
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44 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.
Brianna Shailer
supported this idea
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45 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.
Brianna Shailer
supported this idea
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208 votes
Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience.
While we can't make any commitments atm I will be certain to share any plans with you all here.
Brianna Shailer
supported this idea
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54 votes
Hi team, thank you for feeding back to us about the selection of reports on the navigation with us here.
For the time being we're continuing to track interest in having reports as a top level menu but this is not something we have direct plans of.
With regards to the favourite of reports in the new Xero Partner Hub. I recently provided an update on this idea - Our team have made an improvement so you can now Favourite reports from your My reports tab of the Practice reports builder and these'll appear within the Favourites section of the Practice drop down menu.
Similarly, if you previously favourited reports in the old experience these should now be showing from the Practice drop down.
Brianna Shailer
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 🙂
Brianna Shailer
shared this idea
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299 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
An error occurred while saving the comment Brianna Shailer
supported this idea
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22 votesBrianna Shailer
supported this idea
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158 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
Brianna Shailer
supported this idea
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Agreed. Would be great to have the option to prepare Advisor GST/activity statement reports.