Users & setup

3 results found

1. Improve product update communication with rollout windows and a "What's Changing This Week" partner update

   As a Xero Partner, keeping up with product changes has become increasingly difficult. We support multiple clients and need time to update internal procedures, workpapers, templates, training documents and client instructions before changes appear in their files.

   At the moment, product information is spread across multiple places, including Product Releases, Learning Central and Xero Product Ideas/Innovations. It is easy to miss changes, and partners often don't know a feature has rolled out until clients start asking questions.

   Suggested improvements

   1. Provide an estimated rollout window for each update, rather than only the month. It doesn't need to be an exact date — something like "Week commencing 12 October" or "2–5 October" would give partners enough notice to prepare.
   2. Add a "What's Changing This Week" section that lists the features expected to roll out over the next 7 days, along with any updates that have been delayed or rescheduled.
   3. Create one central monthly product updates page that combines Product Releases, Learning Central updates and relevant Product Ideas/Innovations in a single location.
   4. Send partners one monthly email summarising upcoming changes, with links to the relevant articles and the estimated rollout windows.

   Why this matters

   Partners are the first point of support when Xero changes. We need time to review updates, adjust procedures, communicate changes to clients and update training materials before those changes reach live client files.

   Having a monthly overview plus a simple "What's Changing This Week" update would help partners stay ahead of changes instead of constantly reacting after features have already appeared. It would reduce confusion for clients, reduce support requests and make it much easier for partners to keep their businesses aligned with Xero's ongoing product updates.

   As a Xero Partner, keeping up with product changes has become increasingly difficult. We support multiple clients and need time to update internal procedures, workpapers, templates, training documents and client instructions before changes appear in their files.

   At the moment, product information is spread across multiple places, including Product Releases, Learning Central and Xero Product Ideas/Innovations. It is easy to miss changes, and partners often don't know a feature has rolled out until clients start asking questions.

   Suggested improvements

   1. Provide an estimated rollout window for each update, rather than only the month. It doesn't need to be an exact… more
   10 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

2. engagement

   Attach engagement letters to quotes and collect electronic signatures

   It would be helpful to attach an engagement letter when sending a quote to a new client in Xero, with the option for the client to electronically sign the letter as part of accepting the quote.

   For accounting practices, accepting a quote and signing an engagement letter are both essential steps in onboarding a new client. Bringing these steps together would simplify the process for both the practice and the client.

   Ideally, this feature would allow us to:

   Attach an engagement letter to a quote and mark it as requiring a signature.

   Let clients review the quote and sign the engagement letter through the same link.

   Track quote acceptance and engagement letter signing separately.

   Automatically save the signed document against the client’s record and send a copy to both parties.

   Maintain an audit trail showing who signed and when.

   This would reduce administrative work, avoid separate emails and signing platforms, and help ensure the agreed scope, fees and engagement terms are documented before work begins.

   Attach engagement letters to quotes and collect electronic signatures

   It would be helpful to attach an engagement letter when sending a quote to a new client in Xero, with the option for the client to electronically sign the letter as part of accepting the quote.

   For accounting practices, accepting a quote and signing an engagement letter are both essential steps in onboarding a new client. Bringing these steps together would simplify the process for both the practice and the client.

   Ideally, this feature would allow us to:

   Attach an engagement letter to a quote and mark it as requiring a… more

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Settings  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

3. Login - Use backup email or phone for confirmation of suspicious login

   you should be able to confirm your account with a secondary email. I got locked out of my primary email, and Xero thought my normal log in was suspicious. I had not way to confirm my account. I have a secondary email. What is the point of the secondary email if there is no way to use it to confirm my account? Or use my phone for a text confirmation.

   10 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   2 comments  ·  Login  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.