Settings and activity
6 results found
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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!
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Tania Petersen
supported this idea
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An error occurred while saving the comment Tania Petersen
commented
Yes please!!!!! used it everyday now it makes it more long winded with so many clients and or business with similar names.
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46 votes
Hi everyone, thank you for your support on the idea here.
Right now, our product team are looking into the ability to search via TFN from the Client list.
They're in exploration atm, so I'll keep you updated on further progress here.
An error occurred while saving the comment Tania Petersen
commented
Yes please, as vital with so many similar names and time poor. Might not seem like much to open each one with the similar name to double check but it is.
Tania Petersen
supported this idea
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3 votes
Thank you for submitting your detailed idea and highlighting the key improvements you are looking for.
Your suggestion has been reviewed and is now live for the community to consider and support. We encourage you to share your idea with colleagues who would also benefit, as their votes will help demonstrate the demand for this change.
Other members can also now leave comments to provide additional context on how this idea could enhance their experience with Xero.
An error occurred while saving the comment Tania Petersen
commented
Thank you for adding this to the community. It would be good if Xero could be our one stop shop, but at this stage we still have to use MYOB.
An error occurred while saving the comment Tania Petersen
commented
Thank you. It would be amazing if we didn't have keep using MYOB. But Xero may push us back that way.
Tania Petersen
shared this idea
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1 vote
Hi Tania, thanks for sharing this idea. We appreciate you explaining how early submission of activity statements could streamline your workflow, especially for clients with zero balances. As you know, at the moment, Xero only supports lodging activity statements for the periods as they’re issued by the ATO, and we process statements in order to align with those obligations. This approach follows ATO-provided due dates and period availability, which are fixed by the ATO and surfaced in Xero to help you stay compliant. This idea has been moved to not in Pipeline as this is not something we are looking at currently. The Idea will be open for votes though and we will keep monitoring it. Thanks again for taking the time to share your suggestion with us and the community.
Tania Petersen
shared this idea
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33 votes
An error occurred while saving the comment Tania Petersen
commented
This is what I'm chasing urgently as well.
Currently still using MYOB to do some of this for us, as the report I get shows me outstanding AS / BAS due. Including new clients that we may not have been aware needing to now complete the forms.Tania Petersen
supported this idea
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22 votesTania Petersen
supported this idea
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Yes please bring back