Settings and activity
12 results found
-
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 -
6 votes
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. 🙂
Donna Murphy (practice)
shared this idea
·
-
79 votes
Thanks for your feedback on our updates to Jobs within the practice experiences beta. Our team are following and considering all feedback we receive through this forum very closely and I'll be sure to let you know if there are any updates.
Donna Murphy (practice)
supported this idea
·
-
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.
Donna Murphy (practice)
supported this idea
·
-
24 votes
Hi everyone, thanks for the engagement here so far. We understand the request to have Bare Trust available as a business structure option when creating a new client, making it easier to accurately classify and manage these entities.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community.
Donna Murphy (practice)
supported this idea
·
-
85 votes
Hi community, we appreciate hearing how layout of the Clients edit screen impacts finding and updating information.
Since this idea was raised, we’ve made changes as part of the new client experience, including updates to how client information is organised and presented.
Being upfront here, we don’t have any further plans to change the layout of the Client page. We'll keep a pulse check on the support in this idea as this space continues to evolves.
Donna Murphy (practice)
supported this idea
·
-
36 votes
Hi everyone, thanks for the engagement so far. We understand why having PAYG instalments included directly within the Trust Tax Return calculation statement would help create a smoother tax preparation workflow.
The idea is to add a dedicated PAYG instalment field or calculation line within the Trust Tax Return, allowing tax professionals to track these amounts directly and reduce the need for manual adjustments.
We encourage the community to vote on this idea if you’d find this tax workflow improvement useful.
Donna Murphy (practice)
supported this idea
·
-
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!
Donna Murphy (practice)
supported this idea
·
-
53 votesDonna Murphy (practice)
supported this idea
·
-
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.
Donna Murphy (practice)
supported this idea
·
-
200 votes
Hi team, as we continue shaping our product plans, we wanted to come back with an update here. While this is something we may revisit in the future, we want to be transparent that there are no plans to develop additional custom relationship types this year.
We’ll continue to keep an eye on the level of support for this idea, but we also wanted to be upfront with you now. If anything changes, we’ll be sure to share a further update.
An error occurred while saving the comment Donna Murphy (practice)
commented
We have a significant number of unit trusts and the unitholding is the defining factor of a unit trust - so surely it cannot be that hard to add one relationship type to XPM to cover a business structure that is already a default structure in XPM.
Donna Murphy (practice)
supported this idea
·
-
23 votes
An error occurred while saving the comment Donna Murphy (practice)
commented
With large inter-related taxpayers, this has been one of the most used features of Myob tax by our practice for over twenty years. This reduces the processing time and also the opportunity of error rekeying data multiple times.
Donna Murphy (practice)
supported this idea
·
It is imperative that we are able to sort both tax returns, groups, activity statements by both partners, managers and status. At the moment we are looking at a 1,000 different items that you cannot sort or filter. Even if you can filter, you then had to redo this every time you go to that screen. Extremely impractical and time consuming. The old version was much more user friendly and practical - why change what isn't broke