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  1. Clients – Improve XPM client edit screen (whitespace & layout)

    85 votes

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    13 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Allan de Lautour | Chrisp & Davidson supported this idea  · 

  2. Homepage - Add a tracker for deadlines (such as tax due dates)

    63 votes

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    11 comments  ·  Users & setup » Homepage  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, appreciate the tractions on this idea.

    It's clear that having key tax and compliance dates visible on the dashboard would make it much easier to plan ahead and ensure due dates are met. When those deadlines live outside of Xero, it can mean extra admin and more mental load than necessary.

    I’ve moved this to Gaining Support so we can capture interest and share with the product team how valuable this added visibility would be.

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    Allan de Lautour | Chrisp & Davidson commented  · 

    Add GST Return due in the tasks box
    A lot of clients miss the reminder from IRD that a GST return is due, as reminder in Tasks would reduce this risk

    Allan de Lautour | Chrisp & Davidson supported this idea  ·