Settings and activity
13 results found
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3 votes
We appreciate you submitting your idea and identifying key areas for improvement.
After a successful review, your proposal is now eligible for community backing. We encourage you to reach out to colleagues who might benefit from this feature so they can add their support.
Additionally, the community can provide further context in the comments on how this update would improve their workflow.
Tania Kowalski
supported this idea
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An error occurred while saving the comment Tania Kowalski
shared this idea
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48 votes
Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
An error occurred while saving the comment Tania Kowalski
commented
Please bring back the partial name search when searching for clients. We have many clients with the same name, except for the middle name, we dont always know the middle name so we could click on the wrong client instead.
Again, leaving room for errors.Tania Kowalski
supported this idea
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214 votes
Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience.
While we can't make any commitments atm I will be certain to share any plans with you all here.
An error occurred while saving the comment Tania Kowalski
commented
How on earth could this have been an Intentional Change??? And to then comment that you are monitoring feedback and considering improvements. How can this be considered an improvement, when it was an existing feature that you intentionally removed.
Tania Kowalski
supported this idea
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168 votes
Thanks for the continued support of this idea, and providing added detail on why seeing age at a glance would be helpful in your workflows.
We've looked into possible solutions to accommodate the needs here, however there's some work that'd need to be done to achieve this. With current focus on Xero Partner Hub release this isn't a feature that we've planned at this time. However, we'll continue to reassess and consider this in future planning. I'll share if there are any updates.
Tania Kowalski
supported this idea
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316 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
Tania Kowalski
supported this idea
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20 votes
Thanks for sharing your feedback on editing salutations within the contact view. We appreciate you explaining how this workflow impacts your day-to-day tasks in Xero Partner Hub.
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.
Tania Kowalski
shared this idea
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28 votes
Hi Megan, thanks for your feedback on the new Partner Hub experience when entering client addresses. Your input is valuable to and appreciated. We have moved this idea to Gaining Support and the Product team will be looking over all the feedback from our customers/partners so they can get a better idea of the experience and functionality of the new platform. Thanks again for sharing this with us.
Tania Kowalski
supported this idea
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15 votes
Hi Megan, so we can get a sense of the interest in the two aspects of ideas you noted in this idea I've just split the second to this post so we can track these separately. If there are any plans made for either of these improvements we'll share on the respective idea. Thanks
Tania Kowalski
supported this idea
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10 votes
Appreciate how constantly seeing these headers could be useful when dealing with large lists, Angela.
While not a direct solve of what you're asking here a tip to help you quickly navigate back up the page could be to use the 'Home' button on your keyboard.
We'll track the interest of this one here and I'll share if there are any updates planned.
Tania Kowalski
supported this idea
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41 votes
Hi everyone, thank you for your support on the idea here.
Right now, our product team are looking into the ability to search via TFN from the Client list.
They're in exploration atm, so I'll keep you updated on further progress here.
Tania Kowalski
supported this idea
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42 votes
Hi everyone, upon further deep diving into the discussion raised here we are going to re-open this idea. We appreciate how being able to see both active and archived Jobs within a Client is useful to some practices workflows. We will be sure to share if there are any plans made around this with you here. Thanks
Tania Kowalski
supported this idea
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94 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!
An error occurred while saving the comment Tania Kowalski
commented
We use fusesign for digital signatures, which requires a different email address for each signee
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56 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.
An error occurred while saving the comment Tania Kowalski
commented
In the old xero version, when you clicked on a client you could see a number next to "tax returns" for that entity. Now you have to click on the group to view, then click on Tax Returns to see who as an active tax return/activity statement.
It would be helpful, that when you open a client, you can see if there are any active returns without having to click on "Tax Return"
The new top toolbar, shows Active Jobs, but need it to show active Tax Returns.
Tania Kowalski
supported this idea
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I'm sure the Xero Community appreciate that xero retstored the function to archive from the 3 dot menu within the client.
The only issue with this is once you hit archive, Xero takes you back to the full client listing.
Which means if you want to archive another entity within the group, you have to search for the client.
in the past, once you selected archive the client remained open and you could click on the group to enable you to look at another entity.
Please bring back the original function.