Settings and activity
62 results found
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87 votes
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
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63 votes
Appreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.
As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.
Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.
While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks
An error occurred while saving the comment Jean Sutherland
supported this idea
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30 votes
Hi team, we appreciate the engagement through this idea about managing staff access.
To provide an update on how this currently works with the new unified staff and client experiences - When removing a staff member from your practice, the following organisation access is also removed:
- Linked to active clients
- Linked to archived clients
- Owned by the practice
We're also looking into further enhancements to this flow to make the removal of org access optional. I'll share another update to confirm once this is implemented. Thanks
Jean Sutherland
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24 votesJean Sutherland
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29 votesJean Sutherland
supported this idea
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55 votes
Thanks for sharing this idea and explaining the value it could bring to your practice.
We appreciate you taking the time to help us understand the benefit of being able to choose which fields are mandatory on the client profile in Practice Manager, especially where practices need more consistency in the information collected for different client types and workflows.
We’re moving this idea to Gaining Support so we can continue to track interest and better understand how this would help practices in day-to-day use. If this capability would improve your workflow, please add your vote and share more detail about which fields you’d want to make mandatory and why.
Your feedback helps our team understand the problem and shape future improvements.
Jean Sutherland
supported this idea
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29 votes
Hi everyone, thanks for sharing your appetite in this idea. You may have seen some of the improvements coming with Xero Partner Hub soon as we unify the client and staff experiences across practice tools.
We want to be open that there are no changes planned for syncing contacts from Xero blue into Xero Partner Hub at this stage but we'll continue to keep a close eye on the interest here and share if any plans are made.
Jean Sutherland
supported this idea
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17 votes
Thanks so much for taking the time to share this idea with us.
We’ve now moved it to our Gaining support stage. This means it’s on our radar and we’ll be keeping an eye on how much interest it gets from other Xero users.
The best next step is to encourage any friends or colleagues who’d also benefit from this to add their vote and a short comment on how it would help them. More support and real‑world examples make it easier for our product teams to understand the impact when we’re prioritising future work.
While we can’t promise if or when this will be built, your feedback genuinely helps shape what we focus on next, so thank you again for sharing it 🙂.
An error occurred while saving the comment Jean Sutherland
commented
I recently spoke to a client who was scammed when an invoice emailed from a new supplier was intercepted and the bank account details changed on the pdf.
I tested a pdf Xero invoice and it is possible to do this.
Has any consideration been given to pdfs being able to be secured before sending? Or (and I don't know if this is possible) being able to secure certain fields e.g. the bank account appears in our template footer so can that area be secured?
Jean Sutherland
supported this idea
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51 votesJean Sutherland
supported this idea
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77 votes
We understand that managing duplicate contacts can take extra time, and we appreciate everyone who has shared feedback on this. For now, the best workaround is to manually edit and consolidate the details of duplicate contacts before deleting them, as some of you have already pointed out. While this idea isn't currently planned for development, we’re continuing to capture and review feedback as we consider future improvements to Xero Practice Manager. We’ll share any updates here if that changes.
An error occurred while saving the comment Jean Sutherland
commented
When the reusable contacts was implemented Xero advised there would be a tool released to merge the existing duplicates. When is this likely to be released?
Jean Sutherland
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5 votesJean Sutherland
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51 votesJean Sutherland
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46 votesJean Sutherland
supported this idea
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An error occurred while saving the comment Jean Sutherland
commented
It would be great is there was a field that showed when a bank rule was last applied to a transaction. And then to have the ability to sort them in the order of when they were last used.
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47 votesJean Sutherland
shared this idea
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44 votes
An error occurred while saving the comment Jean Sutherland
commented
This would be very useful. Currently have to download the file to be able to copy the information.
Jean Sutherland
supported this idea
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42 votes
An error occurred while saving the comment Jean Sutherland
commented
I would like to see this plus staff access rights reporting. It is very time consuming having to go into each staff member to check.
Ideally there we could create staff access profiles so we can set up new staff using the appropriate profile rather than having to create each new staff member individually.
The profiles could also be used to bulk update staff access rights rather than editing each staff member individually.
Jean Sutherland
supported this idea
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203 votes
An error occurred while saving the comment Jean Sutherland
commented
Please add cash coding to the Starter plan It is available on the cashbook and Standard plans so why not Starter?
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22 votes
An error occurred while saving the comment Jean Sutherland
commented
Please add this feature. I have never wanted the costs copied from an existing job and it just creates extra work every time.
Jean Sutherland
supported this idea
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225 votes
Thanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.
We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;
- Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish
- Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
- Improved the accuracy of the supplier
Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If…
Jean Sutherland
supported this idea
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519 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Jean Sutherland
supported this idea
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Have just found that this has gone. It was so useful to see what apps our clients are using. Please reinstate.