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28 results found

  1. Hubdoc - Convert bank statement to csv file

    297 votes

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    54 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

    Tinus Viljoen supported this idea  · 

  2. XPM - Add Pause button

    165 votes

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    14 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, we get how a 'pause' button would help when juggling multiple tasks, and avoid the need to stop and restart the timer. We want to be honest that there aren't any plans for developing a pause option within XPM. Our teams focus for the time being is on development of the unified practice experience that'll soon be released with the Xero Partner Hub. You can read more on this through our website.


    Tinus Viljoen supported this idea  · 

  3. Practice Manager - Search custom fields

    14 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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  4. Practice Manager | Clients - Bulk look up and update

    31 votes

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    4 comments  ·  Practice tools  ·  Admin →
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  5. XPM - Add multiple email addresses for client

    403 votes

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

    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…

    Tinus Viljoen supported this idea  · 

  6. Practice Manager | Select multiple relationships at once

    33 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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  7. Practice Manager - Warning message when timesheet entries overlap

    47 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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  8. Practice Manager | Client - Copy a client (including all contacts)

    55 votes

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    6 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for starting the idea here, Renee. 

    Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?

    If the last, we have a similar idea over here that I can join you in with. 🙂

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