Settings and activity
22 results found
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14 votes
Appreciate you letting us know how filters on the Jobs widget in the new XPH homepage would be useful.
We're keen to get a better idea of the number of users that'd also find this helpful. Feel free to share the link to this idea with other colleagues that'd find this useful too!
We'll share if there are any updates for you here.
Rochelle Louden
supported this idea
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18 votes
Hi everyone, thanks for your feedback on archived returns in jobs. We appreciate you sharing how important it is to keep archived returns visible within their original jobs for practice management.
This idea has now moved to Gaining support, which means our community team have reviewed it and it's open for community support through votes and comments. We encourage others who would find this helpful to add their votes and share how this could benefit their workflow.
Rochelle Louden
supported this idea
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29 votes
Appreciate the feedback and hearing what information would be most useful for you on the new Xero Partner Hub homepage.
This is something our product team have eyes on for the longer term but there are a few other pieces of work lined up first.
For now we'll continue to track interest of this here and I'll share as soon as there are any updates.
Rochelle Louden
supported this idea
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3 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Rochelle Louden
shared this idea
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28 votes
Thanks for the additional support and feedback here, everyone. We're taking a deeper dive into solving for the needs here, and our product team would be really interested to tee up some interviews with anyone that would be interested in giving their time on this - ✍️If you'd like you can book a time with our team through the link here.
We understand the high impact this feature can have on the workflow of practices with large unrelated client groups, and if needed we can temporarily disable 'ready to start' returns from showing on the job screen while we work to solve this - If you'd prefer the feature is disabled for your practice for the time being please raise a case with our Xero Support team through Xero Central who can help with this.
I'll be back again to share as we make progress.
Rochelle Louden
supported this idea
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An error occurred while saving the comment -
7 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Rochelle Louden
supported this idea
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38 votes
Great to hear you using and sharing back on our Tax Manager beta experience, Matthew.
Our product team are closely monitoring the feedback on this here, and as you may have seen this is a feature we have plans for developing, so I'll keep you updated on it's delivery here.
You can find out more, and see what else is coming to this experience from our Xero Central article. Thanks!
Rochelle Louden
supported this idea
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An error occurred while saving the comment Rochelle Louden
commented
Please reinstate totals (count) to Tax Manager subfolders. It is really helpful from a workflow perspective.
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219 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 Rochelle Louden
commented
From an accounting and practice management perspective, it’s extremely disappointing to see a system that worked really well (and that we genuinely valued) now broken. It has moved beyond inconvenience and into practice risk. Check the issues with the 'new' Tax Manager!
While we’re being told to “stop beta”, the reality is that many of these changes are applying across all users regardless, so they can’t be avoided.
Hopefully Xero can lift the platform back to the standard it was previously operating at.
An error occurred while saving the comment Rochelle Louden
commented
XPH has taken us backwards!
Rochelle Louden
supported this idea
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19 votes
Great to be getting all this detail on small changes that would make a big difference for you managing clients in your practice.
We'll continue to track the support this idea receives and I'll let you know if there are any updates planned.
Rochelle Louden
supported this idea
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An error occurred while saving the comment Rochelle Louden
commented
Contacts should have the same merge functionality as Clients, allowing consolidation of duplicate records. This feature previously existed in XPM (for Contacts) and should be reinstated.
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Rochelle Louden
shared this idea
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Rochelle Louden
supported this idea
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19 votes
We appreciate you sharing feedback on the beta experience, Carol. We'll begin to get feedback and support for this through your idea. Our product teams are keeping a close eye on this forum and I'll be sure to share if there's any change planned
Rochelle Louden
supported this idea
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47 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.
An error occurred while saving the comment Rochelle Louden
commented
Re-add icons for: NOA processed by ATO, Locked and suspended returns.
An error occurred while saving the comment Rochelle Louden
commented
Bulk update functionality is critical, particularly for filing. The Tax Agent is required to complete the “filing” step, as this action formally stamps the return as filed by the Tax Agent.
The bulk update option enables this process to be completed efficiently and accurately in minutes. Without it, we are expecting our Tax Agent, who has the highest charge-out rate, to spend up to an hour during peak periods completing repetitive administrative tasks that add no value and significantly reduce efficiency.
Rochelle Louden
supported this idea
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3 votes
Thank you for sharing your feedback about the selectable months for company annual returns in Xero Tax NZ. We appreciate you taking the time to raise this idea. We’re moving this suggestion to the “Gaining Support” stage to invite further feedback and votes from the community. This helps us understand the level of interest and impact as we continue to review ideas for future consideration.
Rochelle Louden
supported this idea
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8 votes
Hi Sue, we appreciate you suggesting that the Tax/IRD Number field remain visible, even when blank - it’s a helpful idea for tracking data completeness and maintaining consistency in client records.
We’ve moved your idea to Gaining Support, so it’s now open for the community to vote and comment. Our product team is keeping a close eye on feedback coming through related to Xero Partner Hub.
We’d love to hear more from you and other community members about how this change could improve your workflow or benefit your practice. Sharing specific examples will help the team understand the value of this idea.
Thanks for getting the conversation started!
Rochelle Louden
supported 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.
Rochelle Louden
supported this idea
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31 votes
Appreciate hearing about the details that are useful for you to view from the Clients details, Carey. We'll let you know if there are any plans put around this here.
Rochelle Louden
supported this idea
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5 votes
Hi there!
Thanks for sharing this detailed feedback about the GST workflow in XPM.
I can certainly see how the extra steps of clearing fields manually feel like a step backward from the previous experience, especially when you're managing multiple client updates.
Currently, the new XPM interface requires those fields to be emptied before the section can be fully "deactivated" from the client summary. If you find the information is still showing after you've unticked the box, it’s usually because those greyed-out fields still contain data that Xero is trying to preserve.
I’ve moved your post into Gaining Support under the title: XPM - Suggestion for improvement: Simplify GST registration removal workflow
By moving this here, other XPM users can vote on the idea, which helps our product teams prioritize making this workflow more intuitive—like adding a warning or an auto-clear function when the box is unticked.
Rochelle Louden
supported this idea
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26 votes
Thanks for letting us know the changes that'd improve your experience managing your practice on Xero. We recently announced Xero Partner Hub at Xerocon, which will deliver many improvements that our customers have been asking for. This includes the ability to customise columns shown on your Client lists, so you can see the most valuable information to help you manage your clients.
Get to know about the Xero Partner Hub on our website, and I'll be back to share as this experiences rolls out to partners.
Rochelle Louden
supported this idea
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18 votes
Thanks for sharing your feedback on customising field order in the Clients tab. We appreciate you explaining how this could improve your daily workflows 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.
Rochelle Louden
supported this idea
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Even when a job is closed and archived, unrelated entities are still showing in the archived job.
If you then click on one of these unrelated entities, it is automatically added to the job, despite having no connection to that client.
It looks like the system is now reading client types rather than client groups, which is causing entities to be pulled in incorrectly.
This needs to be fixed urgently.
At this point, there is no trust in XPH/XPM. We cannot tell what is feeding into what. There are duplicates everywhere, basic controls are missing, and functionality has gone backwards.
As an accounting practice, this is extremely concerning. We are worried about:
incorrect client information appearing where it shouldn’t
jobs including entities with no relationship to the client
the risk of information being incorrectly displayed or shared
This is not just frustrating — it is a practice risk!