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5 results found

  1. Practice Manager - Highlight/banner for notes

    154 votes

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    14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.

    Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.

    Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.

    We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.

    Alice Tay supported this idea  · 

  2. Practice Manager - Stop costs/disbursements being added to a Closed Job

    24 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alice Tay supported this idea  · 

  3. Practice Manager - 'Sticky Note' on client home page

    36 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alice Tay supported this idea  · 

  4. Contact - Having custom fields on invoices and contacts

    623 votes

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    261 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.

    With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.

    Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here

    We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.

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    Alice Tay commented  · 

    I'm adding my support to this thread - adding custom fields is an essential feature. I have had multiple clients from different industries decide to not use Xero for this reason. Invoicing is a mission-critical activity for any business - how short-sighted of Xero to ignore this highly demanded feature.

    Alice Tay supported this idea  · 

  5. Checks - Print Remittance Advice on check voucher

    25 votes

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    submitted  ·  18 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Alice Tay commented  · 

    Voucher should not show invoice line item information. For some clients, this extraneous detail is displaying information that may be sensitive, that should not be available to clerks handling cheques.

    Alice Tay supported this idea  ·