Settings and activity
4 results found
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46 votes
Hi team, really good to hear your feedback on what could improve your experience with new Tax Manager which is currently in beta.
We're listening to the feedback we're receiving about this from our community and while not in the works just yet, the ability to save custom filters is a feature we plan to develop.
You can get more of a view of what's to come in Tax Manager through Xero Central, and I'll keep you updated here once this idea progresses with the team.
An error occurred while saving the comment 
Michelle Clarke
supported this idea
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85 votes
Hi community, we appreciate hearing how layout of the Clients edit screen impacts finding and updating information.
Since this idea was raised, we’ve made changes as part of the new client experience, including updates to how client information is organised and presented.
Being upfront here, we don’t have any further plans to change the layout of the Client page. We'll keep a pulse check on the support in this idea as this space continues to evolves.
Michelle Clarke
supported this idea
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11 votes
Thank you for sharing your valuable idea and letting us know which changes matter most to you.
We have successfully reviewed your submission! Your idea is now available for the community to support.
The next step: Please share your idea with colleagues who would benefit from this change. Their votes and comments are essential for building momentum and demonstrating the impact this improvement could have on their experience with Xero.
An error occurred while saving the comment Michelle Clarke
commented
this is an essential update immediately required! we have found texting clients to remind to sign has a huge success rate - to have the ability to include a link to directly sign would save time, increase efficiency and provide a seamless experience for the client
Michelle Clarke
supported this idea
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114 votes
We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
An error occurred while saving the comment Michelle Clarke
commented
agreed, to have the signiture request email and a correspondence email clearly defined would be extremely helpful
Michelle Clarke
supported this idea
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I absolutely agree, the previous format allowed filters to be saved - especially useful when filtering to a certain reporting period. Or filtering TAX vs AS returns - this is a critical option