Settings and activity
68 results found
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26 votes
With the soon to come Xero Partner Hub we'll be bringing all your practice tools under one umbrella and improving your experience in managing and working with clients in your practice. With the combined experiences of Xero HQ and Practice Manager this'll include the ability to merge two clients into one, like you're after here 🙂
Thank you for sharing your feedback with us. Find more information about Xero Partner Hub on our website, and we'll be back to update you all as this goes live to practices in the coming months.
Natascha Natke
supported this idea
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18 votes
Hi Cath, when you say you have to log out and then into the other org, are you using 2 separate Xero account logins?
Appreciate not the ideal solution but you could use incognito mode atm, to open the organisation you need to reference?
Natascha Natke
supported this idea
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7 votes
An error occurred while saving the comment Natascha Natke
supported this idea
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2 votes
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. 🙂
Natascha Natke
supported this idea
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2 votes
Hi! Thank you for sharing your idea here. This is an existing feature in Xero. When editing the report layout, you can use the PDF option on the top menu bar to generate a preview of the report. If you require further elaboration or are unable to find this option, please raise a case with our support team for personalised assistance. With regards to the remaining portion of making the user interface better, we have moved this idea to gaining support to gain more support from users who would like this feature implemented.
Natascha Natke
supported this idea
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5 votes
Thanks for sharing, River. I'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!
Natascha Natke
supported this idea
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8 votes
Hi everyone, we’ve created this idea based on feedback we’ve heard from the community.
We know how important it is to be able to instantly search for a client when creating a job in Xero Practice Manager. Manually scrolling through a long drop-down list can be time-consuming, especially for practices with a large client base.
Adding a search function here would make the process faster and more efficient, helping you get straight to work.
This idea is now in the Gaining Support stage. Your votes and comments help us understand how valuable this feature is to the wider Xero community and support future development decisions.
Natascha Natke
supported this idea
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17 votes
Hi community, thanks for sharing your interest through this idea. We recently announced the Xero Partner Hub at Xerocon. It encompasses many improvements for our partners to be able to move more efficiently and serve clients. One of the changes that accommodates part of the idea here is that you'll be able to search the Client list by a clients organisation name, or legal/trading name as mentioned on this related idea.
We appreciate there may be some practices using custom fields for this data and we want to be open that custom fields will not be searchable from the Client list. We have another idea for searching custom fields that you can join and follow for updates. You can find out more about Xero Partner Hub from our website.
Natascha Natke
supported this idea
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23 votesNatascha Natke
supported this idea
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53 votesNatascha Natke
supported this idea
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22 votes
Thanks for continuing to support this idea, and letting us know the changes that matter most for you.
We've reviewed the idea and found another similar idea that we have merged with this, 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.
Natascha Natke
supported this idea
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16 votes
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. 🙂
Natascha Natke
shared this idea
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6 votes
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 🙂
An error occurred while saving the comment Natascha Natke
commented
Yes please do add this in as a column in the depreciation schedule. It will save so much time to be able to check all assets as a summary rather than having to go into each individual asset in Fixed Assets to see if it has been applied. our clients will also appreciate being able to see this in summary as well.
Natascha Natke
supported this idea
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42 votes
Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.
Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.
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25 votes
Understand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.
An error occurred while saving the comment Natascha Natke
commented
Also please add " " (space) as an option too. Account transactions screen of bank reconciliation logic is great.
An error occurred while saving the comment Natascha Natke
commented
Some of the newer features/upgrades in Xero now limit the format that can be entered for the date e.g. bank reconciliation 'reconcile' tab, invoicing and fixed assets, or the field doesn't allow you to type the date at all (forces the user to use the calendar).
Please allow any date format to be used in all date fields in Xero. The functionality of the date fields in the 'account transactions' tab of bank reconciliation is perfect - please use that logic)
Suggested formats to allow:
spaces
dashes -
slashes /
dots/full stops .I usually use dots as this is easier to type on the number section of the keyboard but this no longer works and now defaults to today's which is a pain if you don't notice.
Natascha Natke
supported this idea
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4 votes
Hi Jonathan! Thanks for sharing this great suggestion about allowing more flexible date formats in Xero. We can see how being able to type a date in different formats (like dd/mm/yyyy) would be a much quicker and more intuitive experience for many, and acknowledge that this functionality is available within other areas of Xero.
We've also added the supporters of this idea to these two similar ideas; New invoicing and Fixed Assets.🙂
Natascha Natke
supported this idea
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An error occurred while saving the comment Natascha Natke
commented
Some of the newer features/upgrades in Xero now limit the format that can be entered for the date e.g. bank reconciliation 'reconcile' tab, invoicing and fixed assets, or the field doesn't allow you to type the date at all (forces the user to use the calendar).
Please allow any date format to be used in all date fields in Xero. The functionality of the date fields in the 'account transactions' tab of bank reconciliation is perfect - please use that logic)
Suggested formats to allow:
spaces
dashes -
slashes /
dots/full stops .I usually use dots as this is easier to type on the number section of the keyboard but this no longer works and now defaults to today's which is a pain if you don't notice.
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28 votesNatascha Natke
supported this idea
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3 votes
Thank you for this excellent and detailed suggestion regarding NZ tax returns and tax pooling payments.
We can certainly see how clients would find it confusing when their prepared tax return in XPM doesn't reflect payments they have already made to a provider like TMNZ or Tax Traders. Your idea to add a note or a specific field on the return to record this amount would be a great way to provide clarity and manage client expectations.
We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how this feature could improve their practice and client conversations around tax payments.
Natascha Natke
shared this idea
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1 vote
Thanks for sharing your idea in the forums here, Natascha. Can see how if you have a big batch this could save you time from having to scroll through and uncheck the suppliers that don't have an email.
While this isn't something we have immediate plans of we'll continue to get a sense of the interest from your idea here.
We have a big focus on enhancing and expanding our billing payment solutions across Xero and regions so we'll let you know if there are any plans that'd help in your idea here.
Natascha Natke
shared this idea
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43 votesNatascha Natke
supported this idea
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This even more imperative now that XPM layout has changed and displays Full name as "First Name" + "Other Name" + "Last Name".
"Other name" should be renamed "Middle Name", and a second field named "Preferred or Alternative Name" should be added and placed in a separate line below.