Settings and activity
9 results found
-
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.
An error occurred while saving the comment 
Rebekah Coonan
supported this idea
·
-
337 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
Rebekah Coonan
supported this idea
·
-
23 votes
Hi Jo, thanks for sharing this great idea for improving practice efficiency. We understand how valuable a better audit trail and a more streamlined process would be for keeping client details up-to-date.
We've reviewed your suggestion to have client information updated in XPM, such as addresses or bank details, sync directly with the ATO Portal. This idea is now ready to gain support from other community members.
Along with votes, others can now comment to share how this direct integration would improve the workflow and data accuracy for their own practice. 🙂
Rebekah Coonan
supported this idea
·
-
28 votes
Appreciate you raising the idea in the forums here. We'll continue to get a sense of the interest in being able to pull these Franking fields with the report builder.
If there are any plans made for enabling this we'll be sure to share with you all here.
Rebekah Coonan
supported this idea
·
-
93 votes
Hi everyone, we appreciate how quickly this idea has picked up traction from the community here.
As you've likely heard through other communications we're in the midst of rolling out a unified Client experience as part of our wider Xero Partner Hub.
With the new Client experience you can now;
- Create a client without a TFN, as the Create Client flow has been updated to capture only the basic details
- The TFN can be added later by clicking Edit once the client is created.
- If you do try add a TFN that already exists on an archived client, an error message is displayed - you can get a view of what this looks like in my attachment
Thanks again for sharing with us here and I'll be back to confirm when this new experience is live to all practices.
Rebekah Coonan
supported this idea
·
-
31 votes
Hi Vicki, we're grateful for your detailed suggestion of how to improve the validation error linking and highlighting experience in AU Tax.
We'll continue to monitor the level of support this idea receives from the community. Thanks again for your contribution.
Rebekah Coonan
supported this idea
·
-
124 votes
Hi community, we’d like to share that we’ve introduced tax widgets in Xero Partner Hub so your practice can see how many returns are sitting in the Error tab.
We’ve also improved ATO response times, so returns will come back from the ATO faster and you’ll be alerted to errors sooner.
We’d love your feedback on whether these improvements address the needs behind this idea, or whether there are still situations where an email notification would be more helpful.
Rebekah Coonan
supported this idea
·
-
115 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!
Rebekah Coonan
supported this idea
·
-
26 votes
Hi team, we appreciate wanting to be able to see this information more readily available. While we continue to get a sense of the interest in this through the idea we'll let you know here if there are any changes planned.
Rebekah Coonan
supported this idea
·
The new layout is definitely not as user friendly as the previous version.
- searching and clicking on a client in the Global Search now automatically opens in a new Tab. If i go back to the first page to search for another client, it opens on that second Tab, not another new one. (unless you search when you are already on a client's file)
- entering a Title; now have to scroll through the whole list to find "Mr" "Ms", etc - used to be able to start typing and it would populate a shorter list
- business structure is now buried down the page - we used that as a reference all the time, and now we have to go looking for it
- adding a contact (to an existing client, when creating a new Job) used to have drop down options (for title etc), and could search for current clients (possibly pre-filling contact details?)
- in the previous version, the Notes used to be close to the ABN details - We used that to write info about the ABN ie dates active and cancelled.
I'm sure there's more, but these are some definite bug bears that are causing admin to spend more time creating and editing clients