Settings and activity
14 results found
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16 votes
Hi there, thanks for raising this!
I completely understand how the 6-report limit can feel restrictive when you have a wide range of reports you need to monitor regularly.
While you can view your full list of starred reports by heading to the main Reports screen, I can see the value in having more flexibility directly within the navigation dropdown.
I've moved this to 'Gaining Support' to see how many others would like to expand or customize this list.
Fiona Skrzypnik
supported this idea
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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.
Fiona Skrzypnik
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!
Fiona Skrzypnik
supported this idea
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9 votes
Thank you for sharing your idea about making client, job, and contact names clickable in all areas of XPM/XPH. We’ve heard consistent feedback from our partners and users that this would improve efficiency, and workflows.
We want to acknowledge that this feedback and we recognize the value of this suggestion and are keen to see how much support it receives from the wider community. If this is a feature that would make a difference for you and your team, please add your vote and share your specific use cases in the comments. Your input helps us prioritize what matters most to our customers as we continue to evolve XPM and XPH🌟
Fiona Skrzypnik
supported this idea
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11 votes
Thanks for your feedback on the new layout of Jobs, Chris! It's really good to hear how this is landing with beta participants and where you see we could further improve this for you.
Fiona Skrzypnik
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
Fiona Skrzypnik
supported this idea
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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.
Fiona Skrzypnik
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.
Fiona Skrzypnik
supported this idea
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39 votes
Thanks for your feedback on our updates to Jobs within the practice experiences beta. Our team are following and considering all feedback we receive through this forum very closely and I'll be sure to let you know if there are any updates.
Fiona Skrzypnik
supported 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.
Fiona Skrzypnik
supported this idea
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34 votes
Hi team, it’s been interesting to read through all the comments in this thread. We appreciate the ask and the detail you’ve shared around how these changes could make the client edit screen easier to work with when you’re moving quickly between clients.
This idea is now in Gaining Support, which me
This idea is now in Gaining Support, so it’s open for the wider community to add votes and comments. We’ll keep following the discussion as more perspectives are shared.
An error occurred while saving the comment Fiona Skrzypnik
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.
Fiona Skrzypnik
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.
Fiona Skrzypnik
supported this idea
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58 votes
Hi team, thank you for feeding back to us about the selection of reports on the navigation with us here.
For the time being we're continuing to track interest in having reports as a top level menu but this is not something we have direct plans of.
With regards to the favourite of reports in the new Xero Partner Hub. I recently provided an update on this idea - Our team have made an improvement so you can now Favourite reports from your My reports tab of the Practice reports builder and these'll appear within the Favourites section of the Practice drop down menu.
Similarly, if you previously favourited reports in the old experience these should now be showing from the Practice drop down.
Fiona Skrzypnik
supported this idea
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I feel like there is too much white space in a lot of the new screens, but particularly in the job information page - this is so much harder to read & use, there are no clear sections or headings (especially when custom fields are being used) making it very messy and confusing.