Settings and activity
17 results found
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17 votes
Thanks for continuing to support this idea, and letting us know the changes that matter most for you.
We've reviewed the idea and found another similar idea that we have merged with this, 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.
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Steven Perich
supported this idea
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2 votes
Hi Steven, thanks so much for the kind words about Client Insights – it's great to hear you're finding it fantastic!
We've reviewed your suggestion to enhance it further by showing a total for the client list or a filtered group. We can see how this would provide valuable context, allowing you to easily benchmark how an individual client compares to the rest of the community.
Your idea is now ready to gain support from other community members. Along with votes, others can now comment to share how they would use this summary data for analysis and advising their own clients.
Steven Perich
shared this idea
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120 votes
An error occurred while saving the comment Steven Perich
commented
Agree with Marta - we need it to be a separate Expense Type in the Chart of Accounts
eg Non-Deductible Expense?Steven Perich
supported this idea
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24 votes
An error occurred while saving the comment Steven Perich
commented
At least have
1. Options for sorting the GL lines
2. Ability to filter between P&L and Balance Sheet GL lines
3. Ability to add formula as needed
4. Ability to add % fields (eg for GM% lines on a report)
These need to be minimum requirements on every report -
394 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…
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31 votes
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19 votes
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157 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
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163 votes
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.
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571 votes
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17 votes
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41 votes
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53 votes
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45 votes
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111 votes
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162 votes
Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.
Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.
The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.
We'll post an update as soon as we have any news to share.
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53 votes
Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread
- Ability to create a default email template for sending document packs
- A text box on single documents in a pack
We have another idea that's been started around the default email template across here and I invite all those interested to add their votes.
For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately.
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This should always be a standard feature in report builds