Settings and activity
6 results found
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207 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.
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Mellissa Matchett
supported this idea
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48 votes
Appreciate the conversations here. The other idea linked in this conversation that we delivered on was the ability for information to flow from the Trust Return(TRT) to Individual Returns(ITR) which is facilitated with the Trust Income Schedule.
We appreciate wanting to see further improvement in this space, and this is something we have intentions of looking at in the future, however we don’t have any timeframe right now. I’ll be sure to share any news with you all here.
An error occurred while saving the comment Mellissa Matchett
commented
I can't believe this isn't automatic. There is so much in Xero tax that is either double entry or just doesn't work how it should. Very disappointing overall.
Mellissa Matchett
supported this idea
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314 votes
Hi everyone, another update as we lean into the end of year I'm happy to let you know that this feature has now moved into a beta with a small group of users.
We look forward to sharing next steps on it's release in the new year!
An error occurred while saving the comment Mellissa Matchett
commented
Have been able to do this in MYOB for a very long time. Just another thing that Xero can't do. You have a very good sales team that over promises and under delivers.
Mellissa Matchett
supported this idea
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37 votes
An error occurred while saving the comment Mellissa Matchett
commented
Yes another way Xero has let us down unfortunately. We are sadly starting to wish we'd never moved to Xero Practice Manager.
Mellissa Matchett
supported this idea
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3 votes
Hi community,
Our product team recently made significant improvements to the client list! 🥳
You can now choose how many clients to show per page, making it easier to see many more clients. You can now also sort your client list using many more columns. Previously the only column you could sort by is client name but now you can hover over all the columns (organisation name, email address, phone number, business number, subscription type, industry classification, connected banks, financial year, Bank feed deprecation) on the client list and sort.
Finally, you can also merge or add clients to groups from the list page.
The product team don't have any plans to enable the ability to view all clients on one screen which is why we're shifting this to 'not planned' but we believe that these combined changes will provide a better navigation experience.
An error occurred while saving the comment Mellissa Matchett
commented
Client Merge popup box needs to be expandable. It wants me to select which client that will merge into from the other (which is irreversible) but I can't expand the popup screen or hover over the fields to see what is written in full to know which one to select.
Mellissa Matchett
supported this idea
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282 votes
Hi team, we’ve seen a lot of support for this idea, and acknowledge why you’d like a simple way of reflecting if part of a fixed asset is used privately.
As Xero doesn’t currently offer a built-in way to allocate depreciation between business and private use I wanted to re-highlight from our last update how this can be recorded -
Currently you could post manual journals to record the private use apportionment of a Fixed Assets depreciation.
If you're using Fixed Assets in NZ it's possible to set up an asset and apportion a % for private use. However, it's important to note that it's not possible to apportion the private use depreciation of an asset prior to using Xero. In this case when you sell the asset a manual journal may be needed to correctly state the private use.
At this time, we want to be upfront that our…
An error occurred while saving the comment Mellissa Matchett
commented
Come on Xero, for goodness sake, get on with it and get this done. We just bought a substantial number of clients over to XPM and we find out after that that your asset register is actually useless for a lot of our clients. You promote this as the goto software for accounting practices so how about you make it so!
Mellissa Matchett
supported this idea
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Whoever decided this was a great feature update obviously doesn't have any admin experience. We have large clients with many entities (some with over 200) and you have now increased our admin burden significantly. Way to go, yet again!