Settings and activity
15 results found
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1 vote
Appreciate your feedback and hearing what details would be useful for you at a glance when searching Jobs, Jess.
This isn't something we have immediate plans of but we'll track interest and let you know if there are any updates, here.
Jess Haumer
shared this idea
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1 vote
Hi Jess, thanks for sharing this idea! Right now, having to search or click through multiple screens can slow things down, so we love the idea of a more central view.
In the meantime, you can see the groups a client belongs to in the Information tab on their record (in the box on the right-hand side).
I’ve moved this to Gaining Support so we can see how many in the community would find a dedicated Groups tab useful. Keep the votes and comments coming — your input really helps the product team understand the difference this could make!
Jess Haumer
shared this idea
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1 vote
Thanks for your feedback, Jess. This isn't something we have planned at this stage but we'll start to gauge the interest from community here. I'll share if there are any updates.
Jess Haumer
shared this idea
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5 votes
Thanks for your feedback on viewing current and archived jobs together in XPM. We appreciate you sharing how important this unified view is to your 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.
An error occurred while saving the comment Jess Haumer
supported this idea
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62 votes
Hi everyone, thanks for your feedback on this. We appreciate you sharing how the number indicators for Tax Returns and Notes helped streamline your workflow in XPM.
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.
An error occurred while saving the comment Jess Haumer
commented
Can you add back a total number next to Tax Returns for clients as is showing for jobs and invoices - We often view client records to see if any tax returns have previously been prepared to identify if they are existing or new - The new interface doesnt include this any longer and so this quick check isnt as quick any longer
Jess Haumer
supported this idea
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55 votes
Heya team, we appreciate the continued support in this idea. With all practices now on the unified client experience and Xero Partner Hub rolling out to all over the coming months we have a close eye on all feedback surrounding this in the forums.
The ability to search client by ABN is available now from the Client list, and development for searching by TFN is well underway so we'll keep you updated of it's release here. Thanks!
Jess Haumer
supported this idea
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1 voteJess Haumer
shared this idea
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5 votesJess Haumer
shared this idea
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1 vote
Hi team, we’re excited to let you know about a confirmed improvement coming to our new Xero Workpapers, where you'll find a much improved preview and ability to download supporting documents!
The rollout of new Workpapers will be phased, beginning with Australia with more regions to come in FY26.
While the new solution will make this process more seamless, you can still download supporting documents in classic Workpapers today by; downloading individual files from the 'Supporting Documents' list or exporting the entire workpaper pack as a ZIP file, which keeps all your original documents organised and ready for download.
I'll be return to let you know once new Workpapers is live to you all.
Jess Haumer
shared this idea
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109 votesJess Haumer
supported this idea
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20 votes
Appreciate wanting history for Xero Ask queries.
This was briefly looked into, however I do want to confirm that there are no plans for developing history for Xero Ask at this time.
We'll move the status of this idea back to submitted and continue to get a sense of the interest around this, here.
Jess Haumer
supported this idea
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18 votesJess Haumer
supported this idea
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17 votes
We appreciate the interest and attention around this idea, team. As you might've heard, at Xerocon we announced our new Xero Workpapers.
Taking on board feedback from our community to develop this, new Workpapers provides the ability to edit internal queries in Workpapers. We're excited for you to try this new experience and have just begun rollout to Australian partners, with other regions soon to come in 2026. Thanks for sharing how this feature could benefit your practice. We'll return to share once rolled out to 100%.
Jess Haumer
supported this idea
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6 votesJess Haumer
supported this idea
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18 votesJess Haumer
supported this idea
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New interface for jobs isnt great - we often need to compare existing jobs vs completed which is now a pain when they are listed in two different tabs (Current/Archived) - please consider changing display back to list current above completed