Settings and activity
6 results found
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25 votes
An error occurred while saving the comment An error occurred while saving the comment 
Rochelle Turner
commented
For us to consider using this feature we really need to be able to Search by client name and filter by Partner and Manager.
Rochelle Turner
supported this idea
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40 votes
Appreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.
As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.
Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.
While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks
Rochelle Turner
supported this idea
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15 votesRochelle Turner
supported this idea
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34 votes
Interesting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here.Â
While it's not possible to set a default for each contact, you can currently send statements to multiple users at once -Â
From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.
- When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too
An error occurred while saving the comment Rochelle Turner
commented
Hi,
Thank you for your reply. I have looked into your suggestion. However, this is not what we are after.
An alternative solution in this area, would be to filter via groups (so it lists all contacts within the group) with the option to include or exclude a group when sending out multiple statements.
Thanks,
Rochelle.Rochelle Turner
shared this idea
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362 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
Rochelle Turner
supported this idea
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202 votes
Hi community, thanks for sharing your continued interest here. We appreciate the importance of having assurance that mail you send from Xero is being received, and that being able to send from your own company email would increase confidence in this process.
I can confirm this idea has been regularly reviewed by our product teams, and being able to send from your own company email is on their radar. Currently there are other priorities, and platform work that requires their attention, before they can consider this more deeply.
We'll move the idea back to submitted so we can continue to gauge the interest through votes here. When there is opportunity to pick this up, I will share any news with you all here.
An error occurred while saving the comment Rochelle Turner
commented
Be able to amend the default email from a Xero email address to our own when sending out tax notices so that they are less likely to go to our client's junk folder.
Rochelle Turner
supported this idea
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I am not sure why my comment has been combined with this Xero HQ comment.
My request relates to Client Insights in XPM not Xero HQ.
For us to consider using this feature we really need to be able to Search by client name and filter by Partner and Manager.