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4 results found

  1. Practice Manager - Add Relationship type

    63 votes

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    16 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.

    Peta Hyde supported this idea  · 

  2. Xero Sign - Reviewer vs Signer

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Peta Hyde shared this idea  · 

  3. Reporting | Financial statements - Adjust formatting

    24 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your valued feedback here everyone. Considering elements mentioned we wanted to highlight Report styles which are available to Xero Partners through Reports in Xero HQ.

    With Report styles Partners can now set logos, change the colour of report titles and size of the font in reports, across client organisations.

    We appreciate there are other improvements mentioned that you'd like to see capabilities expanded too and will continue to track the interest and share any more improvements of this with you all.

    Connect with your Xero advisor, or find one that can best help with your business needs here.

    Peta Hyde supported this idea  · 

  4. Hubdoc - Extract description

    22 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Peta Hyde shared this idea  ·