Settings and activity
10 results found
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76 votes
Hi everyone, we thoroughly appreciate your engagements with us here, and helping us understand future improvements that could enhance your use of Xero for managing your practice.
As you'll have likely seen we are in the process of releasing new client and staff experiences to unify our practice tools under what will soon become Xero Partner Hub.
With the current work in progress we want to be open that bulk updates like what's being asked here aren't in the roadmap atm, however this will be something we consider as we keep revising our roadmaps. If there are any updates we will share on this idea.
Rhianan Henderson
supported this idea
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54 votes
An error occurred while saving the comment Rhianan Henderson
supported this idea
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19 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.
An error occurred while saving the comment Rhianan Henderson
commented
Tax Manager dashboard should contain client group as a column and filter option. In practice you're often completing some returns for a group before others are ready or due, but at the end of the job this should be easily summarised on the Tax Manager Dashboard to ensure none have been missed. I'd also love a link to the relevant Job each return is connected to. In most cases they don't live on their respective client records but are grouped together under 1 compliance job per family group, per year.
Rhianan Henderson
supported this idea
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6 votes
Hi Rhianan, thanks for raising this suggestion. Being able to select a group of staff and update their rates or permissions at the same time could make practice administration easier.
I’ve moved this idea to Gaining Support so we can continue gathering feedback. It would be useful to hear whether you’d prefer bulk updates based on role, team, level or another grouping.
An error occurred while saving the comment Rhianan Henderson
commented
Hi Anis,
Thank you for responding to my request. This enhancement really is crucial to maintaining consistency across permissions for larger practices.
Any label which can be customised to represent a group of staff will work, whether thats title, teams, level, division. For example, many firms have their accounting staff structured in levels such as "Associate", "Senior Associate", "Manager", "Associate Director", "Partner". Staff at each of these levels have their own access permissions based on the tasks they are responsible for and the level of experience they have. They also have standardised charge out rates. All associates may be $200 per hour, for example. As staff are promoted, we need to be able to select multiple users and attach their enhanced permissions and increase their rates collectively. Happy to discuss if there are specific queries from the development team. Thank you, RhiananRhianan Henderson
shared this idea
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102 votes
Thanks for sharing your feedback on introducing audit trail functionality to XPM. We appreciate you explaining how important visibility and accountability are for managing teams and tracking job performance.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Rhianan Henderson
supported this idea
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19 votes
Thanks for sharing your thoughts on this idea for a history tab in Xero Tax. We appreciate you explaining how tracking changes to client details could support your team's workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Rhianan Henderson
supported this idea
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45 votes
An error occurred while saving the comment Rhianan Henderson
commented
It would be fantastic if XPM could facilitate multi-entity invoicing. I.e. syncing invoices relating to certain staff/clients/jobs to a second (or third) Xero blue file. Having 3 ABNs running though 1 practice management system currently requires either 3 instances of XPM, tricky for those staff collaborating across different divisions or a lot of manual manipulation to split fee income.
An error occurred while saving the comment Rhianan Henderson
commented
It would be fantastic if XPM could facilitate multi-entity invoicing. I.e. syncing invoices relating to certain staff/clients/jobs to a second (or third) Xero blue file. Having 3 ABNs running though 1 practice management system currently requires either 3 instances of XPM, tricky for those staff collaborating across different divisions or a lot of manual manipulation to split fee income.
Rhianan Henderson
supported this idea
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8 votes
An error occurred while saving the comment Rhianan Henderson
commented
Yes!! And custom invoice templates. I don't understand why you can access Job manager, but not Job partner (or Account Manager)?
Rhianan Henderson
supported this idea
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22 votes
Hi everyone, thanks for the feedback we have received about assigning Staff permissions from you all. While we are continuing to make improvements within the new staff and client experiences we will keep a close eye on the interest in being able to bulk manage staff permissions like's being requested here, however this is not something we have planned just atm. I will share an update if there's any progression.
Rhianan Henderson
supported this idea
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An error occurred while saving the comment Rhianan Henderson
commented
XPM permissions for larger practices are time consuming to maintain and difficult to keep consistent. I have to open every staff member one by one if I wish to grant or remove access to something. Would be fantastic to have teams (i.e. Graduates, Seniors, Managers, Admin) and group staff together in their level. I.e. Managers can update client financial information, but Graduates can't. Admin can unlock a completed tax return, but seniors cannot. When a new user starts, I want to be able to select "Manager" and have the permissions set for that user group.
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337 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Rhianan Henderson
supported this idea
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100% agree, the address prompt has reappeared providing an opportunity for address changes to be rolled out to connected entities within a client group, but we need to be able to bulk update Client Account Manager, Client Partner, Client Manager, Job Manager and Job Partner by client group, too. Crucial for data integrity and consistency across large CRM and PM databases.