Settings and activity
64 results found
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5 votes
Jean Sutherland
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2 votesJean Sutherland
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22 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
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71 votes
Thanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.
Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.
Jean Sutherland
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14 votes
An error occurred while saving the comment Jean Sutherland
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48 votesJean Sutherland
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71 votes
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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95 votes
Hi team, thanks for engaging us on the idea here. We appreciate more visibility of client bank feeds would help when managing and serving your clients day-to-day.
With the new Xero Partner Hub homepage we are designing and developing a range of widgets to help partners manage their practices. Right now, we're developing a Bank feed disruptions widget that'll help you identify any disruptions to bank feeds that affect your clients feeds, helping you to fix bank feeds as soon as they're down without delays.
This is in development atm, and I'll share an update when this becomes available within Xero Partner Hub.
Jean Sutherland
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5 votesJean Sutherland
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47 votesJean Sutherland
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41 votesJean Sutherland
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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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42 votesJean Sutherland
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37 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
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33 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
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186 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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19 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
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218 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
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164 votes
Thanks for the continued support of this idea, and providing added detail on why seeing age at a glance would be helpful in your workflows.
We've looked into possible solutions to accommodate the needs here, however there's some work that'd need to be done to achieve this. With current focus on Xero Partner Hub release this isn't a feature that we've planned at this time. However, we'll continue to reassess and consider this in future planning. I'll share if there are any updates.
Jean Sutherland
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498 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
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4 votesJean Sutherland
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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?