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  1. Practice tools | Clients - Show indicator for number of notes & tax returns

    78 votes

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    14 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, thanks for your feedback on this. We appreciate you sharing how the number indicators for Tax Returns and Notes helped streamline your workflow 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.

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    Joe Mosey commented  · 

    I completely agree, and I have the same question. Those indicators were a really useful visual cue for quickly spotting whether a client had outstanding tax return work or important notes attached. Since the updates, I've found myself having to click into the tabs much more often just to check whether anything is there, which adds unnecessary steps to routine client reviews.

    I also have the same question about why this functionality was removed when similar indicators are still present for Jobs and Invoices. From a usability and consistency standpoint, it would make sense to have the same behavior across all client tabs. The notes indicator in particular was incredibly helpful for making sure important client information wasn't overlooked. Hopefully this can be restored in a future update.