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1 vote
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.
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Christopher Le
shared this idea
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7 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.
Christopher Le
supported this idea
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1 vote
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.
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Christopher Le
shared this idea
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19 votes
Christopher Le
supported this idea
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20 votes
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.
An error occurred while saving the comment
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 toand for copied invoices - it will show a note where it was copied from.
Christopher Le
supported this idea
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79 votes
Christopher Le
supported this idea
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16 votes
An error occurred while saving the comment
Christopher Le
commented
Xero team, any updates?
Christopher Le
supported this idea
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331 votes
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
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20 votes
Christopher Le
supported this idea
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47 votes
Christopher Le
supported this idea
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7 votes
Christopher Le
supported this idea
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185 votes
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
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100 votes
Christopher Le
supported this idea
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2 votes
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
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2 votes
Christopher Le
supported this idea
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33 votes
Christopher Le
supported this idea
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69 votes
Christopher Le
supported this idea
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25 votes
An error occurred while saving the comment
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
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5 votes
Christopher Le
supported this idea
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3 votes
Hi Michael are the emails that you're wanting to be pre-populated the same for all invoices or would be dependent on the contact ?
If for the org we have an idea that I'll merge yours with.
Christopher Le
supported this idea
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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