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11 results found

  1. Practice tools | Client - Replace the fax number field with mobile phone number

    74 votes

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    6 comments  ·  Practice tools » Clients  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Renee Irwin supported this idea  · 

  2. Invoices - Add invoice notes to age receivable report

    53 votes

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    13 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Renee Irwin supported this idea  · 

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

    25 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Renee Irwin supported this idea  · 

  4. Practice Manager - Link multiple Xero organisations to one XPM profile

    45 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Renee Irwin supported this idea  · 

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

    83 votes

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    submitted  ·  15 comments  ·  Practice tools  ·  Admin →
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    Renee Irwin supported this idea  · 

  6. Practice Manager - Audit trail for client history

    320 votes

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    35 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

    As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

    History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

    Renee Irwin supported this idea  · 

  7. Document Packs: Mark as complete when missing signatures

    17 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Renee Irwin supported this idea  · 

  8. Document Packs - Edit sent pack

    122 votes

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    43 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for showing your interest here. We've been looking into your requests around Document packs, however want to be upfront that right now, editing sent packs is not on the immediate roadmap.

    We appreciate you providing more details on the exact scenarios where being able to edit a sent pack would be most helpful. It provides a good picture of the specific problems you're facing, which will help us explore various solutions in the future.

    We'll be sure to keep you updated on any progress.

    Renee Irwin supported this idea  · 

  9. Document Packs - Download all documents in the document pack at once

    10 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Renee Irwin supported this idea  · 

  10. Xero HQ | Document portal (without e-sign)

    70 votes

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    submitted  ·  14 comments  ·  Practice tools  ·  Admin →
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    Renee Irwin supported this idea  · 

  11. Document Pack - Ability to cancel without client receiving notification

    39 votes

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    submitted  ·  11 comments  ·  Practice tools  ·  Admin →
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    Renee Irwin supported this idea  ·