Settings and activity
48 results found
-
8 votes
Tanya Thornley
supported this idea
·
-
69 votesTanya Thornley
supported this idea
·
-
17 votesTanya Thornley
supported this idea
·
-
9 votesTanya Thornley
supported this idea
·
-
18 votesTanya Thornley
supported this idea
·
-
46 votesTanya Thornley
supported this idea
·
-
64 votesTanya Thornley
supported this idea
·
-
23 votesTanya Thornley
supported this idea
·
-
28 votesTanya Thornley
supported this idea
·
-
17 votesTanya Thornley
supported this idea
·
-
18 votesTanya Thornley
supported this idea
·
-
89 votesTanya Thornley
supported this idea
·
-
297 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
Tanya Thornley
supported this idea
·
-
156 votes
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.
Tanya Thornley
supported this idea
·
-
10 votesTanya Thornley
supported this idea
·
-
18 votes
Hi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file.
Tanya Thornley
supported this idea
·
-
47 votesTanya Thornley
supported this idea
·
-
53 votesTanya Thornley
supported this idea
·
-
161 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Tanya Thornley
supported this idea
·
-
257 votes
Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!
With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.
This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website
Tanya Thornley
supported this idea
·
.png){kind=link}