Settings and activity
8 results found
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25 votes
Thanks for your feedback on the Lodgements widget in the Xero partner Hub here, Keith. Our product team are staying close to the feedback we're receiving on this new Homepage and we'll be sure to share if there are any updates planned for this.
Sean Bullock
supported this idea
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1 vote
Hi Sean, thanks for the suggestion! We understand that when you’re reviewing a job’s history, not having a complete view of all related tax returns and activity statements in one place can add extra steps to your workflow.
At the moment, you can view this information by navigating to the Tax menu and filtering for archived returns. We can see how having a full audit trail of returns and statements directly within the job would make things more efficient.
We’ve moved this idea to Gaining Support so we can track interest and share with our product teams.
Sean Bullock
shared this idea
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83 votesSean Bullock
supported this idea
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An error occurred while saving the comment -
48 votes
Hi everyone, we appreciate the efficiency filtering by Partner and Manager in Tax Manager could have in your day to day.
While the Tax Manager is still in beta your feedback is helping shape what comes next, so thank you for your input here.
Our product team is exploring filtering options within Tax Manager, so we’ll move this idea to In development, and keep you posted on progress here. You can also check our Xero Central page for pipeline updates.
Sean Bullock
supported this idea
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38 votes
Hi team, as we continue to progress with improvements for 'Ready to start' our product team would love to engage with users that have voted for this here; to get more understanding of your setup, and give input on early designs.
If you'd be interested in meeting with the team you can book a time that works best for you through this link 🗓️ Thanks!
Sean Bullock
supported this idea
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59 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.
Sean Bullock
supported this idea
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77 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.
Sean Bullock
supported this idea
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274 votes
Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.
I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.
I'll share more news here as this gets closer to release.
Sean Bullock
supported this idea
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Please add pop-up notes within the client profile. This would be helpful so we can include important info for the admin, accounting and bookkeeping teams.