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3 results found

  1. Practice Manager - Export Client Insights to Excel

    16 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

    Thanks for sharing this idea, I can understand how this might be useful.

    Now it's up to the community to get behind your idea, and add their vote and comments to support it. You might like to share this idea with any colleagues that it could benefit, so they can join in too!

    Tracy Hickling supported this idea  · 

  2. Chart of Account - Ability to change bank a different account type

    24 votes

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    submitted  ·  7 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  Admin →
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    Tracy Hickling supported this idea  · 

  3. Customer statements - Ability to auto email Statements to customers

    1,169 votes

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    338 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

    Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

    While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

    We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

    • 28 Aug 26 - we appreciate everyone who has contributed through the form. This is now closed …
    Tracy Hickling supported this idea  · 
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    Tracy Hickling commented  · 

    Would like to see this feature