Settings and activity
13 results found
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8 votes
Appreciate you raising this suggestion, Britney. Having the ability to move a suspended return directly to Signed could remove the need to temporarily change its suspension status.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful for your practice, add your vote and let us know how you currently manage these returns.
Donna Murphy (practice)
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 Donna Murphy (practice)
supported this idea
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An error occurred while saving the comment Donna Murphy (practice)
commented
The ability to be able to filter by client groups within the system would be extremely advantageous and time saving. At the moment you have to wade through all jobs to be able to locate those which you want to update or even work on. In 99% of the time you are working on a particular group so to be able to identify these jobs at the touch of a button would be so more efficient and less stressful. Why bother having the groups feature if it cannot be used as a filtering tool throughout the system
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4 votes
✨ Appreciate you raising this, Julie! We understand how adding a client group filter to Job Manager would speed things up and cut the back-and-forth. In the meantime, a quick workaround: press Ctrl + F (Cmd + F on Mac) and type the client’s name into your browser’s search box to jump to matching entries on the page. Your idea is now in gaining support, so it’s open for votes and comments. If you can, please share it with colleagues who’d benefit—more support helps us gauge impact and prioritise what matters most.
Donna Murphy (practice)
supported this idea
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An error occurred while saving the comment Donna Murphy (practice)
commented
The ability to be able to filter by client groups within the system woudl be extremely advantageous and time saving. At the moment you have to wade through all jobs to be able to locate those which you want to update or even work on. In 99% of the time you are working on a particular group so to be able to identify these jobs at the touch of a button would be so more efficient and less stressful. Why bother having the groups feature if it cannot be used as a filtering tool throughout the system
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28 votes
Thanks for your feedback on the new layout of Jobs, Chris! It's really good to hear how this is landing with beta participants and where you see we could further improve this for you.
An error occurred while saving the comment Donna Murphy (practice)
commented
This new version is very difficult to read, with headings, details and all information in the same font with no variation. The old version was much more user friendly with the buttons to perform actions obvious - without having to scroll through the whole screen to find what you are looking for. The clients name should appear is large font at the top of the screen (in addition to the job number). The three dot dropdown is cumbersome and a pain to remember to go to every time you wish to make changes. Would it also be possible to update the job status, etc from within the various screens, without having to go into the job every time to make a change.
Donna Murphy (practice)
supported this idea
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80 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
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50 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
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25 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
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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
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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
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54 votesDonna Murphy (practice)
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.
Donna Murphy (practice)
supported this idea
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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
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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
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The ability to be able to filter by client groups within the system woudl be extremely advantageous and time saving. At the moment you have to wade through all jobs to be able to locate those which you want to update or even work on. In 99% of the time you are working on a particular group so to be able to identify these jobs at the touch of a button would be so more efficient and less stressful. Why bother having the groups feature if it cannot be used as a filtering tool throughout the system