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Settings and activity

29 results found

  1. Practice Settings | Time & Productivity - Option to show Saturday/Sunday

    16 votes

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    6 comments  ·  Practice tools  ·  Admin →
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    Juliana Kean supported this idea  · 

  2. Practice Manager - Set which fields are mandatory on client profile

    55 votes

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    submitted  ·  15 comments  ·  Practice tools  ·  Admin →
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    Juliana Kean supported this idea  · 

  3. Practice manager | Clients - History (new clients and amendments)

    45 votes

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    5 comments  ·  Practice tools  ·  Admin →
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    Juliana Kean supported this idea  · 

  4. Practice Manager - Update multiple Client Group Details at once

    31 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Juliana Kean supported this idea  · 

  5. Practice Manager | Select multiple relationships at once

    33 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Juliana Kean supported this idea  · 

  6. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    143 votes

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    22 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.

    You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.

    This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.

    We'll continue to keep a close eye on the support here, and share if there's any progress.

    Juliana Kean supported this idea  · 

  7. Xero HQ - Document Packs automated reminders

    34 votes

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

    Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.

    We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!

    An error occurred while saving the comment
    Juliana Kean commented  · 

    Brillant idea - would save lots of admin as Xero Ask also does not appear to have an auto reminder function

    Juliana Kean supported this idea  · 

  8. Xero Tax - Export data in CSV format

    18 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Juliana Kean supported this idea  · 

  9. NZ Tax - Add barcode/link to barcode in client tax letters

    23 votes

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

    Appreciate the meaning behind this idea to you all. 

    This is something we'd like to continue to track on the site here, however to upfront in order to generate the barcode there's work that'd need to be done on IRD's end to enable this. 

    We've reached out to engage them on this, but there is no immediate plans from our end, at this time. 

    Juliana Kean supported this idea  · 
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