Settings and activity
25 results found
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2 votes
Thanks for sharing your idea, and letting us know that you would like to see the number of notes displayed on the client view.
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.
Kelly Duffy
supported this idea
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6 votes
Hi everyone, we’ve created this idea based on feedback we’ve heard from the community.
We know how important it is to be able to instantly search for a client when creating a job in Xero Practice Manager. Manually scrolling through a long drop-down list can be time-consuming, especially for practices with a large client base.
Adding a search function here would make the process faster and more efficient, helping you get straight to work.
This idea is now in the Gaining Support stage. Your votes and comments help us understand how valuable this feature is to the wider Xero community and support future development decisions.
Kelly Duffy
supported this idea
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306 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Kelly Duffy
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36 votesKelly Duffy
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5 votesKelly Duffy
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2 votesKelly Duffy
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9 votesKelly Duffy
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3 votes
Hi Emile, we're grateful for your engagement and for sharing this excellent idea to use comparatives in a return in NZ Tax. We agree that having a feature like this, similar to what's available for Australian tax returns, would be a fantastic tool to help ensure accuracy and streamline the preparation of returns.
Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero. We'll be keeping an eye on its progress.
Kelly Duffy
supported this idea
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6 votesKelly Duffy
supported this idea
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116 votes
Hi team, back to share an update as work progresses. 😊
Our team are in active development of 2025 (and future years) tax returns to provide pre-population of loss balances bought forward. We'll also provide warning on the return where data differs from that received from IR.
I'll loop back again as we roll this out, along with further details of the change. Thanks!
Kelly Duffy
supported this idea
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46 votesKelly Duffy
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5 votesKelly Duffy
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35 votesKelly Duffy
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4 votesKelly Duffy
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13 votesKelly Duffy
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33 votesKelly Duffy
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59 votesKelly Duffy
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36 votes
We're grateful for your engagement and letting us know the changes that matter to you.
We've reviewed your idea to add an auto allocation button and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Kelly Duffy
supported this idea
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70 votesKelly Duffy
supported this idea
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28 votes
Thanks for sharing your idea to improve our NZ tax product, and letting us know the changes that matter most for you.
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.
Kelly Duffy
supported this idea
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Bringing forward the loss amount in the prior year's return would be great, but even better would be if it could come directly from IRD.
When the return is created it should pick up the Losses brought forward (and excess imputation credits and rental deductions brought forward) direct from IRD and put it the tax return.