Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

  1. XPM - Be able to look up client based on their client code

    32 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  10 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jed Forward commented  · 

    What is mind boggling is that client codes are now a default option in client details - but you cannot search by them in the search bar...

    An error occurred while saving the comment
    Jed Forward commented  · 

    Searchable client codes please.

    Jed Forward supported this idea  · 

  2. Practice manager - XPM to Xero contact fields

    22 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    12 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your appetite in this idea. You may have seen some of the improvements coming with Xero Partner Hub soon as we unify the client and staff experiences across practice tools.

    We want to be open that there are no changes planned for syncing contacts from Xero blue into Xero Partner Hub at this stage but we'll continue to keep a close eye on the interest here and share if any plans are made.

    An error occurred while saving the comment
    Jed Forward commented  · 

    For the love of all thats holy

    XPM nerd please talk to Xero blue nerd and fix this

    No more ping pong and free coffee until you do

  3. Practice Manager | Client - Ability to create recurring job

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jed Forward commented  · 

    This is a critical development issue

    Jed Forward supported this idea  ·