Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Tax Manager - Remove 'Ready to Start' tax returns from existing jobs

    82 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    28 comments  ·  Xero Partner Hub » Tax manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, as we continue to progress with improvements for 'Ready to start' our product team would love to engage with users that have voted for this here; to get more understanding of your setup, and give input on early designs.

    If you'd be interested in meeting with the team you can book a time that works best for you through this link 🗓️ Thanks!

    An error occurred while saving the comment
    Jessica Binnie commented  · 

    The ready to start returns is a good idea but they should not be attached to a job, just to the individual client under the tax tab.

    Jessica Binnie supported this idea  · 

  2. Practice tools | Client list - Filters for Client Partner and Client Manager

    39 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    15 comments  ·  Practice tools » Clients  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for letting us know the importance Partner and Manager visibility is for managing client access and your practices day-to-day work.

    Our teams are currently developing Partner and Manager filters for the Client list, as well as making them available as optional columns, so you'll soon be able to quickly find clients and see responsibility at a glance.

    I'll keep you updated on it's delivery here ✨

    An error occurred while saving the comment
    Jessica Binnie commented  · 

    I'm really surprised that this filter wasn't included in the update. Impossible to add permissions for staff based on their pod/manager. Really time consuming as it needs to be done manually unless you add them to all.

    Jessica Binnie supported this idea  ·