Settings and activity
81 results found
-
33 votes
An error occurred while saving the comment 
Natascha Natke
shared this idea
·
-
199 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
Natascha Natke
supported this idea
·
-
3 votesNatascha Natke
shared this idea
·
-
1 voteNatascha Natke
shared this idea
·
-
2 votes
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.
Natascha Natke
shared this idea
·
-
12 votes
Hi community, though we appreciate your feedback here there are limitations on what combinations of data can be submitted via gateway services and these are set by IR and Xero tax must conform to these rules.
We'd recommend contacting your IR account manager on the best way to file this return data.
Natascha Natke
supported this idea
·
-
13 votesNatascha Natke
supported this idea
·
-
5 votesNatascha Natke
supported this idea
·
-
28 votesNatascha Natke
supported this idea
·
-
103 votesNatascha Natke
supported this idea
·
-
38 votesNatascha Natke
supported this idea
·
-
33 votesNatascha Natke
supported this idea
·
-
157 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
Natascha Natke
supported this idea
·
-
166 votes
Thanks for the continued support of this idea, and providing added detail on why seeing age at a glance would be helpful in your workflows.
We've looked into possible solutions to accommodate the needs here, however there's some work that'd need to be done to achieve this. With current focus on Xero Partner Hub release this isn't a feature that we've planned at this time. However, we'll continue to reassess and consider this in future planning. I'll share if there are any updates.
Natascha Natke
supported this idea
·
-
13 votesNatascha Natke
supported this idea
·
-
17 votesNatascha Natke
supported this idea
·
-
259 votes
Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!
With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.
This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website
Natascha Natke
supported this idea
·
-
29 votesNatascha Natke
supported this idea
·
-
16 votesNatascha Natke
supported this idea
·
-
659 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
Natascha Natke
supported this idea
·
.png){kind=link}
Currently when you have created a batch payment from Bills to Pay, once the invoices have been batched they don't appear to be in any logical order. They aren't in supplier order, not in reference/invoice number order, not in date order, not in dollar amount order. This makes it very hard to use the PDF for anything, except looking at the total amount paid.
It would be so helpful if the bills on the Batch Payment Summary could be grouped or ordered in some way. My suggestion would be to sort first by supplier name A-Z, then by invoice number/refence from A-Z.
If we could also have sub totals per supplier on the print off that would be helpful as well, as that is how the batch file gets sent to the bank, as 1 total per supplier.