Settings and activity

10 results found

1. Practice Tools | Clients - Bulk email update of a client

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   submitted  ·  1 comment  ·  Practice tools » Clients  ·  delete…  ·  Admin →
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   Sunita Phillips supported this idea  ·  13 December, 2025

2. Practice Manager - Display Name for clients

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   submitted  ·  9 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Sunita Phillips supported this idea  ·  13 December, 2025

3. Practice tools | Client - Address info missing on new layout

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   1 comment  ·  Practice tools » Clients  ·  delete…  ·  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. 🙂

   Sunita Phillips supported this idea  ·  13 December, 2025

4. NZ Tax - Option to toggle between client display name and legal name on ITR

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   submitted  ·  0 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Sunita Phillips supported this idea  ·  13 December, 2025

5. Practice Manager | Search - Client code, email address, TFN and mobile number

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   5 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks 

   Sunita Phillips supported this idea  ·  13 December, 2025

6. XPM - Link client postal & physical address

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   1 comment  ·  Practice tools  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Sunita Phillips supported this idea  ·  13 December, 2025

7. Practice tools | Client - Add multiple email addresses for client

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   27 comments  ·  Practice tools » Clients  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

   As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

   One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

   We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd really like to track interest and update you through, so please do support and add your feedback for this there. 🙏

   Find out more about the Xero Partner Hub and how to prepare from our website. I'll be back to share more as Xero Partner Hub is released to practices.

   Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

   As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

   One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

   We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd… more

   Sunita Phillips supported this idea  ·  13 December, 2025

8. Client group - View address column

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   9 votes

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   3 comments  ·  Practice tools » Clients  ·  delete…  ·  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. 🙂

   Sunita Phillips supported this idea  ·  13 December, 2025

9. XPM | Files - Integrate shared google drives with XPM

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   submitted  ·  4 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Sunita Phillips commented  ·  01 May, 2024  ·  Edit…  ·  delete…

   Document Management System should integrate with One Drive (for Office 365 Users)
   Paying extra subscription for additional DMS will not be required for most of this was integrated.

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   Sunita Phillips supported this idea  ·  01 May, 2024

10. Audit Trail Report

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    85 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

    Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

    Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

    That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be most helpful for you.

    • User Permissions - History recorded of role changes and ability to add description
    • History & Notes | Include item for invoice Sent (Via email or E-Invoice)
    • Contacts - View all transactions history & notes from contact record
    • Document pack - History of reminders sent in Tax

    Since this idea was originally started we’ve uplifted the History and Notes to provide easier control and search of events, and we're continuously working to improve reporting and data integrity in Xero.

    Your details and insights shared here have all been fed back to our product teams and are incredibly useful as we shape our future roadmap. We appreciate you all for sharing your thoughts.

    Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

    Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

    Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

    That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be… more

    An error occurred while saving the comment
    Sunita Phillips commented  ·  11 April, 2022  ·  Edit…  ·  delete…

    I particularly think the amount of time logged in on a client also helps with time billing queries from client.

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    Sunita Phillips supported this idea  ·  11 April, 2022