Settings and activity
101 results found
-
29 votes
We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
Elise McKinnon
supported this idea
·
-
296 votes
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
Elise McKinnon
supported this idea
·
-
24 votesElise McKinnon
supported this idea
·
-
405 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Elise McKinnon
supported this idea
·
-
49 votesElise McKinnon
supported this idea
·
An error occurred while saving the comment -
8 votesElise McKinnon
supported this idea
·
-
172 votesElise McKinnon
supported this idea
·
-
195 votes
Hey everyone! Thanks for your ongoing feedback on this. We appreciate you taking the time to highlight how important it is to get superannuation calculations exactly right, especially with the specific rules around employees under 18.
Our product team has reviewed this idea and agrees this needs to be addressed. The current workaround of manually adjusting each pay run isn't the seamless experience we want to provide, especially for businesses with multiple under-18 employees.
As a result, we're moving this idea to 'Accepted'. While we can't give a specific timeframe for a solution right now, this status means it's on our radar and something we'd like to develop in the future.
We appreciate you taking the time to share your thoughts with us and for your patience. 🙂
Elise McKinnon
supported this idea
·
-
9 votesElise McKinnon
supported this idea
·
-
3 votesElise McKinnon
supported this idea
·
-
36 votesElise McKinnon
supported this idea
·
-
48 votes
Appreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.
As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.
Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.
While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks
Elise McKinnon
supported this idea
·
-
19 votes
An error occurred while saving the comment Elise McKinnon
commented
We need to be able to delete currencies added into Xero. The reports are terrible with the source columns automatically added.
Elise McKinnon
supported this idea
·
-
41 votes
An error occurred while saving the comment Elise McKinnon
commented
Please add this, it is essential to our practice
Elise McKinnon
supported this idea
·
-
11 votes
Hi community, with Xero Partner Hub you'll soon have the ability to add any column to your Client List that you like! 😊
Read up on this announcement from our blog, and get to know more of what's coming with the Xero Partner Hub on our website.
I'll be back to share as this starts to roll out to partners in early 2026.
Elise McKinnon
supported this idea
·
-
21 votesElise McKinnon
supported this idea
·
-
17 votesElise McKinnon
supported this idea
·
-
5 votesElise McKinnon
supported this idea
·
-
116 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
Elise McKinnon
supported this idea
·
-
389 votes
Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
An error occurred while saving the comment Elise McKinnon
commented
We need this feature asap!
Elise McKinnon
supported this idea
·
.png){kind=link}
Please enable leave to be accrued on "rate per unit" ordinary earning types.
Currently, for an employee with multiple roles and separate ordinary pay rates/items, we are required to manually calculate the correct leave entitlements each pay period. Otherwise we can use the multiple of employee's ordinary earnings rate, and enter a percentage, which is really clunky.
Xero does not calculate the correct leave accrual amounts on any ordinary pay items other than the first.