Settings and activity
213 results found
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17 votes
Jacqui Trumper
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64 votesJacqui Trumper
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71 votesJacqui Trumper
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54 votesJacqui Trumper
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32 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. Looks like this idea has been gaining support from our product idea community! Whilst there's no committed road map for this idea, our product team are focused on payrol. They're keeping an eye on this idea and we will continue to share updates as things evolve.
Jacqui Trumper
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12 votesJacqui Trumper
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48 votesJacqui Trumper
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131 votesJacqui Trumper
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29 votesJacqui Trumper
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17 votesJacqui Trumper
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119 votes
Hi everyone, thanks for your valuable feedback and engagement with this idea. We're aware of the importance of real-time error notifications for an efficient workflow.
While we can' make any commitments at this stage this is something our product teams have lined up for exploration a little later this year and we'll be sure to keep you looped in on any progress here.
Jacqui Trumper
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46 votesJacqui Trumper
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139 votes
Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.
You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.
This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.
We'll continue to keep a close eye on the support here, and share if there's any progress.
Jacqui Trumper
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185 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
An error occurred while saving the comment Jacqui Trumper
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41 votesJacqui Trumper
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299 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
Jacqui Trumper
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14 votesJacqui Trumper
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14 votesJacqui Trumper
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33 votesJacqui Trumper
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4 votes
Hi everyone, we're happy to say we've been looking into the Workpapers feature taking on board many of the ideas from our forums here. The inclusion of decimal places for things like entertainment expenses will be part of our new Xero Workpapers where all workpapers will show to 2 decimal places. We're starting with releasing this to our Australian partners with intentions to share wider in 2026. Along with information on our Xero blog and website, we'll keep you updated of it's release here.
Jacqui Trumper
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+1 for being able to add custom relationships at a practice level, as that would cover all bases for everyone