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  1. XPH | Home Page open in a new tab when working on a tax return

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    1 comment  ·  Xero Partner Hub » Partner Hub Navigation  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Karen, thanks for sharing this suggestion. It’s clear that having the Home Page open in a new tab while working on a tax return would make it easier to quickly check the dashboard without interrupting your flow. Being able to keep your place in a return while referencing other information sounds like a helpful way to stay efficient.

    As mentioned in the thread, you can currently right click the Home link and select “Open in new tab” as a workaround. I’ve moved this idea to Gaining Support so we can track interest and help our product teams understand the value of making this behaviour more seamless during tax prep.

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    Karen Gibb commented  · 

    Previously in XPM, if you were in a client's tax return, you could select the XPM option from the dropdown menu under your practice name and it would open a brand new tab and take you back to the Dashboard.
    Currently, the new partner tab no longer has this feature (for obvious reasons), and when you click Home, rather than opening a new tab, it takes you away from the tax return returning you to what used to be the Dashboard page (now the Home page).
    It's minor I know, but it's been a pain point most of today for me. Hopefully as I get more familiar with the adjustments to the software, I'll right click and select open link in new tab. Time will tell.

    Karen Gibb shared this idea  ·