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3 results found

  1. pricing

    Every summer in the UK Xero puts its prices up. Xero is a very expensive tool. I suggest you allow businesses to be uncoupled from the accounts and tax return parts and allow them to have a discounted price. That would go some way to stop this relentless hiking in prices

    1 vote

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    0 comments  ·  Practice management  ·  Admin →
    Feedback  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Simon, thanks for sharing your feedback. We understand price increases can be disappointing, but we're actively reinvesting to enhance the platform as a whole and provide more value to all of our customers.

    While your feedback has been shared with our teams, I want to be upfront that we do not accept ideas about Xero pricing plans or plan structures and cannot make commitments to ideas of this nature.

    If you’d like any help in reviewing your subscription and usage to ensure you’re on the most suitable plan for your needs, our billing specialists at Xero Support will be able to help with this and you can raise a case through Xero Central.

  2. Xero Tax AU - Tax Profiles

    so i understand you can link relationships between entities and persons.

    However I have a unique situation where
    - father and daughter are tax clients of mine

    • father has a company (also a tax client of mine)

    • the daughter is the main contact person for the company but has no office holder or share holder positions in the company. she is purely the contact person for her father.

    So I had to create a CONTACT profile that contains the exact details of her in her tax file, but link it to the company of the father.

    Can xero either:
    -…

    1 vote

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    0 comments  ·  Admin →
    Feedback  ·  AdminDavina Roper (Admin, Xero) responded

    Hey Chris, Sorry to hear the difficulty you're running into here, wiht the tax profiles. In this case we recommend you raise this as a case wiht Xero Support to see if this is a bug or if there is another way for you to resolve this. Thanks again for raising this with us.

  3. XPM - Manage XPM Client notes using API

    We currently integrate with a range of practice management software, and have a recurring request from customers using XPM to have us add notes to client records when certain actions are taken.

    Currently, adding or updating notes is not possible via the API, however documents can be managed via the API. Client notes are useful as they allow important communications with a client to be logged against that client for future reference.

    1 vote

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    0 comments  ·  Admin →
    Feedback  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi James, I know it's been some time since you initially raised the idea here. Reviewing this again we have a dedicated forum for API ideas where it is best to share back about these sort of requests and stay updated.

    I had a quick look and can see this has been raised here. Please do add your vote and if there are any plans made around expanding the API for this we'll make sure to share an update with you and others interested, there.

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