Settings and activity
6 results found
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86 votes
Hi everyone, thanks for your feedback on this. We appreciate you sharing how the number indicators for Tax Returns and Notes helped streamline your workflow in XPM.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Cait Moroney
supported this idea
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2 votes
Hi James, thanks for sharing this idea. We understand the request to filter the main client list by Client Group. Having this filter available could make it easier to get a quick view of the clients and work managed by a particular team or portfolio.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and let us know which filters you’d find most useful.
I've also added your vote to a similar idea below that suggested Client Manager and Client Partner filter:
Practice tools - Filters for Client Partner and Client Manager
Cait Moroney
supported this idea
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25 votes
Hi Gabby, thanks for sharing your thoughts. It's clear that when multiple tabs are open, it can be easy to lose track of which tab is the client tax return.
Adding clearer visual cues like colour-coding or more distinct tab titles could help you move between Tax and Practice areas more confidently.
I’ve moved this to Gaining Support so we can gauge the interest from the community.
Cait Moroney
supported this idea
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54 votesCait Moroney
supported this idea
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82 votes
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 Cait Moroney
supported this idea
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22 votesCait Moroney
supported this idea
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This feature is causing more problems than it solves. It is confusing, creates clutter, and results in tax returns appearing in unrelated jobs. We do not need the system automatically creating return placeholders. We know what returns need to be set up and what job they should attach to. Please remove the functionality or provide a setting to turn it off.