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

    101 votes

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

    Hi team, we appreciate all the feedback and support this idea has received and understand the desire for wanting to be able to enable staff access to add notes without full edit access to a client.

    This isn't in the roadmap at this time, but is a feature our product teams will continue to consider as we keep developing client management. I'll be sure to share if there are any updates surrounding this, here. Thanks

    Andy Tran supported this idea  · 

  2. Report Templates - Ability to add any report

    300 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  ·