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  1. 2 votes

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    Jean Sutherland commented  · 

    An email to the subscriber or an alert at the top of Xero HQ would be great – maybe three days before the transfer is due to expire and then again after it has expired. Thanks.

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  2. 28 votes

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    Jean Sutherland supported this idea  · 
  3. 3 votes

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     ·  0 comments  ·  Practice tools  ·  Admin →
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    Jean Sutherland shared this idea  · 
  4. 25 votes

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     ·  8 comments  ·  Practice tools » Staff  ·  Admin →
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    Jean Sutherland supported this idea  · 
  5. 39 votes

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     ·  9 comments  ·  Practice tools  ·  Admin →
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    Jean Sutherland commented  · 

    You can send a list to your Xero account manager for them to bulk delete them.

  6. 17 votes

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    Jean Sutherland supported this idea  · 
  7. 30 votes

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     ·  10 comments  ·  Practice tools » Staff  ·  Admin →
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    Jean Sutherland commented  · 

    The access to Business/Timesheets where staff can see the overview of everyone's timesheets should be able to be restricted as a matter of urgency.

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  8. 29 votes

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     ·  5 comments  ·  Practice tools  ·  Admin →
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    Jean Sutherland commented  · 

    This would be a great improvement to NZ tax returns. The lines should be able to be dragged and dropped. So time consuming to re-type them all when you want to move something or add a new item high up the list....

    Jean Sutherland supported this idea  · 
  9. 284 votes

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    Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience in the US, in which this idea has now been addressed.

    From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.

    This is currently available in the US only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.

    Jean Sutherland supported this idea  · 
  10. 2 votes

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    Thanks for your interest in product ideas and sharing on the search for Jobs with us here, Jean. Appreciate why you'd like search results to show whether or not a special character like a macron has been entered for the search.

    While we don't have immediately plans around this we'll keep an eye on the interest for this here, and share if any plans are made.

    Jean Sutherland shared this idea  · 
  11. 42 votes

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     ·  2 comments  ·  Practice tools  ·  Admin →
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    Jean Sutherland supported this idea  · 
  12. 41 votes

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    Jean Sutherland commented  · 

    We are changing the name of the groups to "ZZ - J Smith Ltd". This pushes the inactive groups to the bottom and while it doesn't help the grouping situation in XPM but does keep the group together in our external document management software.

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    Jean Sutherland commented  · 

    This would be very helpful within XPM. Also we have switched our document management software and because we have been deleting groups for archived clients we cannot search for archived documents at a group level.

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  13. 49 votes

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    Jean Sutherland supported this idea  · 
  14. 5 votes

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    Appreciate the feedback on the little things that would improve your experience when working with Fixed Assets. I've shared this back with our product team. We don't have any immediate plans but we'll track the interest and share if there's any change planned.

    Jean Sutherland shared this idea  · 
  15. 6 votes

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     ·  3 comments  ·  Practice tools  ·  Admin →
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    Jean Sutherland shared this idea  · 
  16. 329 votes

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    Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

    As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

    History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

    Jean Sutherland supported this idea  · 
  17. 3 votes

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    Jean Sutherland shared this idea  · 
  18. 357 votes

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    Hi everyone, we appreciate the continued trend in support through this idea, and feedback to my last update. We recognise how valuable it is to have clear visibility of your customer payment performance, so you can quickly review payment dates and days late across customers without needing to check each contact individually.

    We want to share that we’re currently working on reports to give businesses better visibility of payment performance, with our initial focus on the supplier side through a new 'Supplier days to pay detail' report showing historical payment behaviour across suppliers.

    Once that’s rolled out, we’ll begin work on additional reports for the Sales side with customer payment performance.

    I’ll return to share as work on customer reporting is picked up and progresses. Thanks

    Jean Sutherland supported this idea  · 
  19. 47 votes

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     ·  0 comments  ·  Practice tools  ·  Admin →
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    Jean Sutherland supported this idea  · 
  20. 89 votes

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    Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.

    Jean Sutherland supported this idea  ·