Settings and activity
23 results found
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3 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 -
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.
Rachel McCoy
supported this idea
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9 votes
Thank you for your input on the changes that matter most to your workflow.
What happens next? Your idea is now live for community support! To increase its visibility, share it with any colleagues who would benefit so they can vote.
The community can also now use the comments section to provide more detail on why this update is a win for Xero users.
Rachel McCoy
supported this idea
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43 votes
Hi everyone, we appreciate your feedback and would like to share an update on this idea.
Tax Manager is a new feature currently in beta and was released early to give users access to ready to start returns and the lodgment widget.
There are a number of additional features being worked on to enhance Tax Manager that you can read up about on Xero Central, and you'll also notice a 'Coming soon' button within Tax Manager to see what's in the pipeline.
Showing the count of returns based on their status is something we're currently working on and I'll share again here when this is released. Thanks for your contributions on product ideas.
An error occurred while saving the comment Rachel McCoy
commented
agree! more clicks = time wasted!
Rachel McCoy
supported this idea
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56 votes
Hi everyone, we understand interest and how bulk action in the new Tax Manager would improve efficiency when preparing tax for your clients.
Tax Manager is a new experience that is currently in beta in Xero Partner Hub. Bulk actions high on the list of what's coming soon as we build features into this experience.
We appreciate the importance of bulk actions to everyone here and will be sure to update you all as soon as this is rolled out.
An error occurred while saving the comment Rachel McCoy
commented
agree! more clicks = time wasted!
Rachel McCoy
supported this idea
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15 votes
Thanks for feeding back here, Stacey. We have an existing idea around the Tax warnings that I've just added your vote to, and slightly amended your idea title to the graphs point so we can gain interest in this specifically here.
I'll let you know if there are any updates for this here.
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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11 votes
Hi everyone, thanks for your engagement on this idea! We completely understand why it matters, especially for our global Partners. A person’s name is a big part of who they are, and having to simplify or change it just to fit into a software field can be frustrating and confusing.
We’ve moved this idea to ‘Gaining Support’ so our product teams can see its impact. Are there particular characters or languages where you notice this most?
Rachel McCoy
supported this idea
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38 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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11 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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10 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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25 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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11 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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13 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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44 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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19 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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46 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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57 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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236 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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35 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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26 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
An error occurred while saving the comment Rachel McCoy
commented
YES!! recently moved to Xero from Handisoft and missing the use of this feature to search clients by TFN!! :(
as the Admin Manager for our firm, I am constantly cross-checking XPM client list against ATO client list. this would be helpful.