Settings and activity
10 results found
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70 votes
Thanks for sharing your feedback on introducing audit trail functionality to XPM. We appreciate you explaining how important visibility and accountability are for managing teams and tracking job performance.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Leanne LI
supported this idea
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42 votes
Thanks for taking your time to share and support how setting Invoice reminders for a Contact group would be beneficial to your business.
Our product team have started research for the future of Invoice reminders and we wanted to make sure we shared this sign up form with you all here - We'd love to have you join and feedback.
Throughout the research our team may engage through surveys or direct interviews, and your input would be really valuable!
Leanne LI
supported this idea
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81 votesLeanne LI
supported this idea
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466 votes
Hey everyone, thanks for all your valuable feedback and support on this idea here.
It's nice to see tips being shared throughout this thread to help others managing multiple assets. The suggestion to group similar items (like office chairs or laptops) into a single asset with a quantity can be an efficient way to handle things. When you need to dispose of some, you can then perform a partial disposal by updating the quantity, which helps save a few steps.
Wanting to share an update for you all, although I appreciate it will not be the news hoped for - Developing the capability to bulk dispose assets isn't on our current roadmap. We will keep an active eye on the support this continue to build here and be sure to let you know if anything changes here.
Leanne LI
supported this idea
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143 votes
Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.
You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.
This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.
We'll continue to keep a close eye on the support here, and share if there's any progress.
Leanne LI
supported this idea
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19 votesLeanne LI
shared this idea
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8 votesLeanne LI
supported this idea
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77 votes
We understand that managing duplicate contacts can take extra time, and we appreciate everyone who has shared feedback on this. For now, the best workaround is to manually edit and consolidate the details of duplicate contacts before deleting them, as some of you have already pointed out. While this idea isn't currently planned for development, we’re continuing to capture and review feedback as we consider future improvements to Xero Practice Manager. We’ll share any updates here if that changes.
Leanne LI
supported this idea
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87 votes
We appreciate your feedback on the idea of a bulk client reassign feature in Xero Practice Manager. At this stage, this feature isn’t planned for development. We understand the manual effort this can create, and we’ll continue to share this feedback with our product team for future consideration. In the meantime, the current workaround is to use the export/import function. We’ll keep you updated if anything changes in the future.
An error occurred while saving the comment Leanne LI
supported this idea
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19 votesLeanne LI
shared this idea
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Would love to be able to bulk assign a contact to multiple clients in XPM. We are in the process of cleaning up the duplicate contacts as the existing contacts can now be re-used across multiple clients. We found it very time-consuming to assign contact one by one.