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  1. Practice Manager - Relationship Type

    169 votes

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    submitted  ·  42 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Chris SCHWARTZ supported this idea  · 

  2. Xero HQ: Manage user access for organisations with external subscriber

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Chris SCHWARTZ shared this idea  · 

  3. Login - Option to set login preference to 'My Xero' if part of a practice

    4 votes

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    0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your engagement and letting us know the changes that matter to you, Bailey.

    We've reviewed your idea again and I've slightly updated the title so this is clearer to others members on the site. We'll continue to track the interest your idea receives here, however there are no plans to change these preferences at present.

    Chris SCHWARTZ supported this idea  · 

  4. XPM - Add multiple email addresses for client

    385 votes

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    27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

    Chris SCHWARTZ supported this idea  · 

  5. XPM | AU Tax - Automatically email lodgment confirmation to clients

    47 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Chris SCHWARTZ supported this idea  · 

  6. Practice Manager | Clients - Date of death field for client details

    255 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!

    With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.

    This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website

    An error occurred while saving the comment
    Chris SCHWARTZ commented  · 

    We have this as a custom field but it would be better if it was supported.
    Also date added & date archived.