Settings and activity

11 results found

1. XPM - Sync updated client information via Xero to the ATO Portal

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   1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

   Hi Jo, thanks for sharing this great idea for improving practice efficiency. We understand how valuable a better audit trail and a more streamlined process would be for keeping client details up-to-date.

   We've reviewed your suggestion to have client information updated in XPM, such as addresses or bank details, sync directly with the ATO Portal. This idea is now ready to gain support from other community members.

   Along with votes, others can now comment to share how this direct integration would improve the workflow and data accuracy for their own practice. 🙂

   Jason Lyon supported this idea  ·  17 July, 2025

2. Practice Manager - Add new WIP to an existing invoice

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Jason Lyon supported this idea  ·  17 July, 2025

3. XPM Productivity Pie Chart

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   0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.

   Jason Lyon supported this idea  ·  17 July, 2025

4. Xero Practice Manager - Report on WIP control by manager or partner

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Jason Lyon supported this idea  ·  15 April, 2025

5. XPM | Job Manager - Budget % based on Dollars $ not time

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Jason Lyon supported this idea  ·  15 April, 2025

6. Practice Manager - Option to exclude 'completed' from job list

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Jason Lyon supported this idea  ·  29 November, 2024

7. Practice Manager - Draft Invoice Review

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Jason Lyon supported this idea  ·  28 November, 2024

8. XPM Job filters - Add custom fields to Job Manager

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   submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Jason Lyon supported this idea  ·  17 July, 2025
   Jason Lyon shared this idea  ·  18 September, 2024

9. XPM - Staff user role templates

   16 votes

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Jason Lyon shared this idea  ·  03 November, 2023

10. MFA - Option to switch between devices in Xero Verify

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    submitted  ·  0 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Jason Lyon shared this idea  ·  30 October, 2023

11. Bankfeeds - Support for ATO Integrated Client Account

    5 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Jason Lyon supported this idea  ·  26 July, 2023