Settings and activity
3 results found
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56 votes
Hi everyone, we understand interest and how bulk action in the new Tax Manager would improve efficiency when preparing tax for your clients.
Tax Manager is a new experience that is currently in beta in Xero Partner Hub. Bulk actions high on the list of what's coming soon as we build features into this experience.
We appreciate the importance of bulk actions to everyone here and will be sure to update you all as soon as this is rolled out.
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Matthew Robinson
commented
There is another task that is similar to this and I put this comment on that one as well.
Cant lodge in Bulk.
Cant see which ones are locked to lodge.
Cant see which ones are suspended.
Cant see which are available to lodgeAn error occurred while saving the comment Matthew Robinson
commented
Cant lodge in Bulk.
Cant see which ones are locked to lodge.
Cant see which ones are suspended.
Cant see which are available to lodgeMatthew Robinson
supported this idea
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4 votes
Hi Matthew, appreciate you sharing how the ability to export clients' information can supports your workflows, particularly when integrating with external systems like phone or CRM tools.
This idea has now moved to Gaining Support, which means it’s open for the community to vote and add comments. With the new layout, some of the fields available in the old reports, like multiple phone numbers — aren’t currently included in exports. Hearing how this affects your workflow, and what fields you’d find most useful, helps our product team understand the real-world impact and prioritise improvements.
We encourage anyone who would find this useful to add their votes and share how it could benefit their practice. Thanks for helping us make Xero even better.
Matthew Robinson
shared this idea
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43 votes
Hi everyone, we appreciate your feedback and would like to share an update on this idea.
Tax Manager is a new feature currently in beta and was released early to give users access to ready to start returns and the lodgment widget.
There are a number of additional features being worked on to enhance Tax Manager that you can read up about on Xero Central, and you'll also notice a 'Coming soon' button within Tax Manager to see what's in the pipeline.
Showing the count of returns based on their status is something we're currently working on and I'll share again here when this is released. Thanks for your contributions on product ideas.
Matthew Robinson
shared this idea
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This looks like a rebuild of the UI from the ground up so I would say it has not been removed but rather not added yet.