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  1. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    99 votes

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    12 comments  ·  Practice tools  ·  Admin →
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    Andy Tran supported this idea  · 

  2. Report Templates - Ability to add any report

    299 votes

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    44 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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

    Andy Tran supported this idea  · 

  3. Practice Manager | Client - Show age next to Date of Birth

    166 votes

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    14 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for the continued support of this idea, and providing added detail on why seeing age at a glance would be helpful in your workflows.

    We've looked into possible solutions to accommodate the needs here, however there's some work that'd need to be done to achieve this. With current focus on Xero Partner Hub release this isn't a feature that we've planned at this time. However, we'll continue to reassess and consider this in future planning. I'll share if there are any updates.


    Andy Tran supported this idea  ·