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232 results found

  1. Document Packs | Queries - Client access to all queries in Xero

    Would be nice for a client to have access to all queries from accountancy practice directly in Xero, instead of following links from emails. Quite often the client does not notice those emails or ignore it. It would be more convenient to log in to Xero, go to outstanding queries and complete those.

    1 vote

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    submitted  ·  0 comments  ·  Xero HQ  ·  Admin →
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  2. Xero HQ | Clients - Export contact group

    Contacts grouping - When exporting clients to a CSV file, being able to see which clients are allocated to which group, I've assigned a group (there's about 8 different groups in total) to 2/3 of my 1500 client list, but now have to sift through 1 by 1 allocate a group to the remaining clients.

    9 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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  3. Xero HQ - Search for archived clients

    I want to restore an archived client in Xero HQ and can change the list from Practice Clients to Archived but when I enter the client name in the search box it returns only practice clients.

    It appears the only way to find the client to restore it is to go the bottom of the archived clients list and click on "Show more clients" repeatedly until the client shows - quite a laborious process if the client is towards the end of the alphabet!

    3 votes

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    submitted  ·  0 comments  ·  Xero HQ  ·  Admin →
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  4. History & Notes - Track changes to Client Xero Subscription

    It would be really helpful if I was able to produce a report showing our clients Xero Subscription and a change history showing a clients subscription has been changed from what to what and when the change took place.

    4 votes

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    submitted  ·  0 comments  ·  Xero HQ  ·  Admin →
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  5. Xero HQ | Import "Practice Clients"

    I have 100 clients (mainly 1040) and they are not in XERO. I would like to import them so that I can utilize XERO ASK feature to obtain documents / answers for Tax Prep at year end.

    5 votes

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    submitted  ·  2 comments  ·  Xero HQ  ·  Admin →
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  6. HQ: Document packs - Ability to lock down who can prepare doc packs

    Document Packs - User permissions

    The ability to lock down who can prepare doc packs vs who can send them. ie. We want admin to prepare but Director to send. Suggest view / prepare / send.

    3 votes

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    submitted  ·  0 comments  ·  Xero HQ  ·  Admin →
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  7. Xero Sign - Record IP address and email address used to login

    Xero sign/Adobe sign

    Esigning and the portal is excellent and very useful.

    I get worried unlike when you use Adobe DC directly, Xero Sign does not give trails of who signed back to you.

    Whilst probably not too likely things were not signedd correctly, I think we need more robust authentication with the IP address and the email address that was used to login being recorded into a report.

    The drill down to confirm the transaction is not very helpful and I cannot work out in the secured pdf where to easily see thse things.

    Most other providers have better…

    5 votes

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    submitted  ·  0 comments  ·  Xero HQ  ·  Admin →
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  8. Xero HQ - Link Xero accounts for different offices

    Have a master overview of Xero accounts from different offices.
    The offices administrators staff level can only see their own Xero clients unless added to the master overall practice.

    2 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  9. Xero HQ | Client Set Up - SIC Codes

    I would like if when setting up clients. Under the "Business" tab, instead of industry being so limited, for it to replicate Companies House & use the SIC codes.

    4 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  10. Xero HQ: Ask - Preview attachments

    Ability to preview attachment before downloading it.

    Purpose: Good for clients who want to preview the document without having to download it.

    11 votes

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    submitted  ·  1 comment  ·  Xero HQ  ·  Admin →
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  11. Xero HQ - Ask history

    To record details of queries sent from Xero Ask such as
    - created date
    - Who created
    - date sent
    - who sent it
    - recipients that received the query

    Purpose: This would be helpful when a client says they have not received a query

    19 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate wanting history for Xero Ask queries. 

    This was briefly looked into, however I do want to confirm that there are no plans for developing history for Xero Ask at this time.  


    We'll move the status of this idea back to submitted and continue to get a sense of the interest around this, here. 

  12. Report Templates - Option to only show logo on cover/front page

    Option to choose where the logo is shown

    Purpose: Consistency with brand/business internal guidelines. Formalities and looking professional to clients/stakeholders

    32 votes

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    6 comments  ·  Xero HQ  ·  Admin →
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