Settings and activity
3 results found
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283 votes
Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.
I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.
I'll share more news here as this gets closer to release.
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Cameron Lean
supported this idea
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41 votes
Hi everyone, appreciate the interest this idea is growing, however reviewing this post there are a few ideas wrapped up in the one and it'd be good for us to untie this to understand the needs and interest in each separately.
As currently designed, there are dedicated state tabs e.g Draft, Completed Approved etc from which you can select all and perform bulk actions. This also provides a total of the items selected in the list header.
Bulk actions are generally relevant to the state a return is in - For example being able to Approve is only relevant to returns currently in a Draft state.
It'd be good to get more feedback of your workflow here and why you'd be wanting to perform these bulk actions from the All tab rather than the dedicated state tab?
I've created a couple of new ideas to track the interest in being…
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Cameron Lean
commented
Could you please add the function to bulk update Tax Return status in both directions, ie not just forward progression
Cameron Lean
supported this idea
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20 votes
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Cameron Lean
commented
For a program that provides itself on ease of use I find it odd that this is something that even has to be asked for.
Can some common sense please prevail and have this field added ASAP
The heart of the issue is this was an "intentional change" and wishy washy "we are looking into this matter" responses are wearing thin. It has been well documented by many users that this change is causing real headaches in database management. Time to stop talking and start doing something as if the plan is to wait and see I think you will find more and more disgruntled users. - my 2 cents.