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  1. Clients – Improve XPM client edit screen (whitespace & layout)

    85 votes

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    13 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Flourishing Figures commented  · 

    When editing an address, the search address feature does not work for some reason, only when adding a new address.

    Flourishing Figures supported this idea  · 

  2. XPH | Homepage - Show tax Filing Errors

    62 votes

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    5 comments  ·  Xero Partner Hub » Partner Hub Homepage  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for continuing to engage, and share the importance of easily viewing tax filing errors from the Xero Partner Homepage with us here.

    Right now, for AU Practices there are a few tax widgets available that those with View tax return permissions will be able to view.

    Both Activity Statements, and Income tax returns widgets will show returns with lodgment errors.

    We're also in the process of developing tax widgets for NZ practices and I'll be sure to update you with more on this once it's ready 😊

    Flourishing Figures supported this idea  ·