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← Share and support customer ideas for Xero

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8 results found

  1. Include the [Client] Balance Date field in a recurring jobs report in Xero Partner Manager

    9 votes

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    0 comments  ·  Practice tools » Practice management  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Morné Roets shared this idea  · 

  2. Practice Manager | Client Reporting - 'Date Added' field

    30 votes

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    submitted  ·  13 comments  ·  Practice tools  ·  Admin →
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    Morné Roets supported this idea  · 

  3. Practice Manager - Bulk Data Updates

    71 votes

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    6 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we thoroughly appreciate your engagements with us here, and helping us understand future improvements that could enhance your use of Xero for managing your practice.

    As you'll have likely seen we are in the process of releasing new client and staff experiences to unify our practice tools under what will soon become Xero Partner Hub.

    With the current work in progress we want to be open that bulk updates like what's being asked here aren't in the roadmap atm, however this will be something we consider as we keep revising our roadmaps. If there are any updates we will share on this idea.

    Morné Roets supported this idea  · 

  4. XPM | Jobs - Ability to specify due date for recurring jobs

    8 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Morné Roets supported this idea  · 

  5. Practice Manager | Jobs - Add custom fields to recurring jobs

    24 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Morné Roets supported this idea  · 

  6. XPM - Audit Trail for jobs in XPM

    75 votes

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

    Thanks for sharing your feedback on introducing audit trail functionality to XPM. We appreciate you explaining how important visibility and accountability are for managing teams and tracking job performance.

    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.

    Morné Roets supported this idea  · 

  7. XPM - Bulk Import of Recurring Jobs

    81 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Morné Roets supported this idea  · 

  8. XPM - Ability to view Job's state history

    64 votes

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    submitted  ·  15 comments  ·  Practice tools  ·  Admin →
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    Morné Roets supported this idea  ·