Settings and activity

13 results found

1. Practice Manager | Client reporting - Field mapping

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   submitted  ·  1 comment  ·  Practice tools  ·  delete…  ·  Admin →
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   Jason Lyon-Grey (Xero) supported this idea  ·  29 January, 2026

2. Clients - Main entity star indicator in groups

   27 votes

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   0 comments  ·  Practice tools » Clients  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

   Thanks for sharing your feedback on the main entity indicator in XPM groups.

   We've reviewed your idea 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.

   Jason Lyon-Grey (Xero) supported this idea  ·  29 January, 2026

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

   22 votes

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   1 comment  ·  Practice tools  ·  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-Grey (Xero) supported this idea  ·  17 July, 2025

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

   24 votes

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   submitted  ·  2 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Jason Lyon-Grey (Xero) supported this idea  ·  17 July, 2025

5. XPM - Monthly Productivity Pie Chart

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   2 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminSahima Bibi (Admin, Xero) responded

   Thanks for submitting your idea, Warren.

   We've reviewed your idea and now it can gain support from other community members.

   Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

   Jason Lyon-Grey (Xero) supported this idea  ·  17 July, 2025

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

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   submitted  ·  1 comment  ·  Practice tools  ·  delete…  ·  Admin →
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   Jason Lyon-Grey (Xero) supported this idea  ·  15 April, 2025

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

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   submitted  ·  6 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Jason Lyon-Grey (Xero) supported this idea  ·  15 April, 2025

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

   11 votes

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   submitted  ·  1 comment  ·  Practice tools  ·  delete…  ·  Admin →
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   Jason Lyon-Grey (Xero) supported this idea  ·  29 November, 2024

9. Practice Manager - Draft Invoice Review

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   submitted  ·  0 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Jason Lyon-Grey (Xero) supported this idea  ·  28 November, 2024

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

    30 votes

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    submitted  ·  9 comments  ·  Practice tools  ·  delete…  ·  Admin →
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    Jason Lyon-Grey (Xero) supported this idea  ·  17 July, 2025
    Jason Lyon-Grey (Xero) shared this idea  ·  18 September, 2024

11. XPM - Staff user role templates

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    submitted  ·  3 comments  ·  Practice tools  ·  delete…  ·  Admin →
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    Jason Lyon-Grey (Xero) shared this idea  ·  03 November, 2023

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

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    0 comments  ·  Users & setup » Login  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We're keeping an eye on the support for this idea through the forums here, so make sure to share with any colleagues that would find this useful too.

    Jason Lyon-Grey (Xero) shared this idea  ·  30 October, 2023

13. Bankfeeds - Support for ATO Integrated Client Account

    7 votes

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    submitted  ·  0 comments  ·  Banking & chart of accounts » Bank feeds  ·  delete…  ·  Admin →
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    Jason Lyon-Grey (Xero) supported this idea  ·  26 July, 2023