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  1. 1 vote

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     ·  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. 🙂

    Christopher Le shared this idea  · 
  2. 7 votes

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    Christopher Le supported this idea  · 
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    Christopher Le commented  · 

    alot of our elderly clients or non-tech savvy clients have serious trouble remembering their backup email or using the xero authenticator app (especially if they keep changing phones and the app key isn't backed up)

    The only thing that remains the same for them (most of the time) is their mobile number. so sms authentication would help immensely

  3. 1 vote

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    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 🙂

    Christopher Le shared this idea  · 
  4. 19 votes

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     ·  4 comments  ·  Practice tools  ·  Admin →
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    Christopher Le supported this idea  · 
  5. 20 votes

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    Hi team, we appreciate wanting a connection between an invoice and a document it's been copied to. While this isn't in our roadmap just atm, we're tracking the support in this here and I'll let you know if there are any updates to share on this.

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    Christopher Le commented  · 

    i refer to 31 Jul 6:21 PM
    Closed
    CX0015357926
    in the old blue xero invoice system - you can view notes of how invoices were copied to

    and for copied invoices - it will show a note where it was copied from.

    Christopher Le supported this idea  · 
  6. 79 votes

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     ·  9 comments  ·  Practice tools  ·  Admin →
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    Christopher Le supported this idea  · 
  7. 16 votes

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     ·  5 comments  ·  Practice tools  ·  Admin →
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    Christopher Le commented  · 

    Xero team, any updates?

    Christopher Le supported this idea  · 
  8. 331 votes

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    Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.

    We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.

    As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.

    Christopher Le supported this idea  · 
  9. 20 votes

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     ·  5 comments  ·  Practice tools  ·  Admin →
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    Christopher Le supported this idea  · 
  10. 47 votes

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     ·  3 comments  ·  Practice tools  ·  Admin →
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    Christopher Le supported this idea  · 
  11. 7 votes

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     ·  3 comments  ·  Practice tools  ·  Admin →
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    Christopher Le supported this idea  · 
  12. 185 votes

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    Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.

    While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.

    We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.

    Christopher Le supported this idea  · 
  13. 100 votes

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    Christopher Le supported this idea  · 
  14. 2 votes

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    Hi Francisca, thanks so much for submitting this idea — we really appreciate your feedback!

    We understand how much smoother data entry would be with a more user-friendly date picker when entering historical dates in the Relationships tab in Xero HQ. Being able to quickly scroll or jump through years would save you time and make the process much easier.

    Right now, the date picker requires multiple clicks to go back several years, which can slow things down. Your suggestion for an improved, intuitive date selector would make a big difference to your workflow.

    This idea is currently in the Gaining Support stage. If this feature would help you, please consider voting and sharing your thoughts . Your support really helps us prioritise it with the product team.

    Christopher Le supported this idea  · 
  15. 2 votes

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     ·  0 comments  ·  Practice tools  ·  Admin →
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    Christopher Le supported this idea  · 
  16. 33 votes

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    Christopher Le supported this idea  · 
  17. 69 votes

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     ·  6 comments  ·  Practice tools  ·  Admin →
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    Christopher Le supported this idea  · 
  18. 25 votes

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    Christopher Le commented  · 

    the blue xero search bar is VERY restrictive.
    In exhibit A I can search by email and it brings up the two profiles.
    However, if I type in ANTHONY HA, it only comes up with one profile, and not the other.

    The same can be said for the BUSINESS > INVOICES
    It very restrictive in its word order,

    Christopher Le supported this idea  · 
  19. 5 votes

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    Christopher Le supported this idea  · 
  20. 3 votes

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    Christopher Le supported this idea  · 
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