Settings and activity

7 results found

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

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   submitted  ·  2 comments  ·  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. 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

4. 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

5. 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

6. 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

7. 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

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   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