Settings and activity
25 results found
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2 votes
Hi team, we can see how having the Ready to Start list in Tax Manager to include ATO clients missing from XPM/Xero Tax could make cross checking your clients list more efficient. Using this list as a single source to clean up or add missed clients sounds like a practical way to reduce extra steps.
This idea is now in Gaining Support, so it’s open for the community to vote and comment. If this would help your day-to-day work, we encourage you to add your vote and share your perspective—hearing how it could help in different situations gives the Product team a clearer picture of its value.
Rachel McCoy
supported this idea
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An error occurred while saving the comment -
33 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.
Rachel McCoy
supported this idea
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4 votes
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 🙂
Rachel McCoy
supported this idea
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17 votes
Great to hear you using and sharing back on our Tax Manager beta experience, Matthew.
Our product team are closely monitoring the feedback on this here, and as you may have seen this is a feature we have plans for developing, so I'll keep you updated on it's delivery here.
You can find out more, and see what else is coming to this experience from our Xero Central article. Thanks!
An error occurred while saving the comment Rachel McCoy
commented
agree! more clicks = time wasted!
Rachel McCoy
supported this idea
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17 votes
Hi team, appreciate all the sharing on bulk actions in Tax Manager. It is helpful to hear how this impacts your workflow when managing multiple returns.
Our team is keeping a close eye on feedback around Tax Manager and exploring ways to bring the ability to select and action multiple tax returns at once to life.
We’ve moved this idea to In Discovery. We recommend keeping an eye on this Xero Central article for more information on what’s coming next in Tax Manager. We’ll keep you posted as things progress, and your votes and comments continue to show us how important this is for the community.
An error occurred while saving the comment Rachel McCoy
commented
agree! more clicks = time wasted!
Rachel McCoy
supported this idea
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3 votes
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 🙂
An error occurred while saving the comment Rachel McCoy
commented
as the Admin Manager for our firm, my team is constantly checking progress throughout the months/year. would be super helpful!
Rachel McCoy
supported this idea
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9 votes
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 🙂
Rachel McCoy
supported this idea
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13 votes
Appreciate the feedback and hearing what information would be most useful for you on the new Xero Partner Hub homepage.
This is something our product team have eyes on for the longer term but there are a few other pieces of work lined up first.
For now we'll continue to track interest of this here and I'll share as soon as there are any updates.
An error occurred while saving the comment Rachel McCoy
commented
agree!
Rachel McCoy
supported this idea
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3 votes
Thank you for sharing your idea about making client, job, and contact names clickable in all areas of XPM/XPH. We’ve heard consistent feedback from our partners and users that this would improve efficiency, and workflows.
We want to acknowledge that this feedback and we recognize the value of this suggestion and are keen to see how much support it receives from the wider community. If this is a feature that would make a difference for you and your team, please add your vote and share your specific use cases in the comments. Your input helps us prioritize what matters most to our customers as we continue to evolve XPM and XPH🌟
Rachel McCoy
supported this idea
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4 votes
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 🙂
An error occurred while saving the comment Rachel McCoy
commented
as the Admin Manager for our firm, my team on reception takes instructions from the Accountants following appts if the Job Budget needs updating & also the Services on Ignition Engagement. Having the Ignition web address a hyperlink made this much easier. now have to copy+paste or go to Ignition & search the client. More navigating = time wasted. The hyperlink should be reinstated.
Rachel McCoy
supported this idea
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6 votes
Can totally appreciate your idea from a consistency stand point, any. I've shared this back with our product team and will let you know if there are any updates. 🙂
An error occurred while saving the comment Rachel McCoy
commented
agree
Rachel McCoy
supported this idea
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17 votes
Good to understand the details that you find most useful when quickly reviewing jobs, William. Thanks for sharing with us here.
For now, we'll get an understanding of others that'd also like to see this through your idea, here.
An error occurred while saving the comment Rachel McCoy
commented
also add this option to 'State' as the Admin Manager for our firm, I'm always needing my team to collate docs for Jobs ast Wait on Sign when clients are due in the office for an appt
Rachel McCoy
supported this idea
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9 votes
Thank you for sharing your idea and highlighting the changes that are most important to you.
Your idea has been reviewed and is now open for community support. We encourage you to share it with colleagues who may benefit, so they can add their vote.
Community members can also comment to provide additional insight into how this idea could improve their experience with Xero.
An error occurred while saving the comment Rachel McCoy
commented
the Business Manager of our firm has all our staff operating off Start Date - it's how we know what period a BAS is for etc, based on Start Date deployed from Ignition. Start Date in the Job list screen should be reinstated.
Rachel McCoy
supported this idea
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9 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 Rachel McCoy
commented
large text = more scrolling = time wasted
Rachel McCoy
supported this idea
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22 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.
An error occurred while saving the comment Rachel McCoy
commented
agree - too much white space, font size is larger which means more scrolling which = time wasted.
Rachel McCoy
supported this idea
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8 votes
Thanks for sharing your feedback on customising field order in the Clients tab. We appreciate you explaining how this could improve your daily workflows 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 Rachel McCoy
commented
I agree. I've noted this on another suggestion too.
Rachel McCoy
supported this idea
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17 votes
Hi team, it’s been interesting to read through all the comments in this thread. We appreciate the ask and the detail you’ve shared around how these changes could make the client edit screen easier to work with when you’re moving quickly between clients.
This idea is now in Gaining Support, which me
This idea is now in Gaining Support, so it’s open for the wider community to add votes and comments. We’ll keep following the discussion as more perspectives are shared.
An error occurred while saving the comment Rachel McCoy
commented
as the Admin Manager for our firm, my team is constantly adding new clients, updating client info before appts, etc. The new layout is awful, agree that there's way too much white/blank space. Also missing that you could just open/close the sections that you need, rather than endlessly scrolling. Also agree that formatting of sections/headers/etc needs rethinking. Entity/Display Name should also have a 'copy' option next to it rather than having to highlight (as great new feature they've applied to TFN/ABN/ACN). On an entity card, the fact 'Referral Source' is the first detail displayed is bizarre. Verified Indiv is entered under 'Client' but once saved, its viewed under 'Tax'. Also can't seem to Archive/Restore a client on their screen, instead have to go back to the Client list window, tick or 3dots to archive. There's probably more but they are the main issues I've faced so far.
Rachel McCoy
supported this idea
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14 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.
An error occurred while saving the comment Rachel McCoy
commented
this was definitely a benefit of XPM that's now gone! :( as the Admin Manager for our firm, I'm constantly telling my team to search partial first/last names as spelling may not be conventional (ie, I could be searched by 'Rac Mc' because Rachel or Rachael could be a possibility. the partial search option should be reinstated.
Rachel McCoy
supported this idea
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127 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.
An error occurred while saving the comment Rachel McCoy
commented
as the Admin Manager for our firm, my team is constantly updating Phone Numbers, Email Addresses, Physical/Postal Addresses - when we have Groups that have multiple clients (some 20+) this is hugely time consuming to update a detail one at a time now! the bulk update option after updating 1 should be reinstated.
Rachel McCoy
supported this idea
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33 votes
An error occurred while saving the comment Rachel McCoy
commented
YES!! this is the same issue we have RE searching. recently moved to Xero from Handisoft and missing the use of this TFN search feature!! :(
Rachel McCoy
supported this idea
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as the Admin Manager for our firm, I am constantly cross-checking XPM client list against ATO client list. this would be helpful.