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8 results found

  1. XPM Timesheets - Timesheet templates

    18 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Angela Smart supported this idea  · 

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

    47 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Angela Smart supported this idea  · 

  3. Practice manager | Clients - History (new clients and amendments)

    44 votes

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    5 comments  ·  Practice tools  ·  Admin →
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    Angela Smart supported this idea  · 

  4. Xero Tax(AU) - Tab for Returned

    19 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Angela Smart supported this idea  · 

  5. Xero Sign - Send copy to self

    80 votes

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    submitted  ·  9 comments  ·  Practice tools  ·  Admin →
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    Angela Smart supported this idea  · 

  6. Document Packs - Edit sent pack

    122 votes

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    43 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for showing your interest here. We've been looking into your requests around Document packs, however want to be upfront that right now, editing sent packs is not on the immediate roadmap.

    We appreciate you providing more details on the exact scenarios where being able to edit a sent pack would be most helpful. It provides a good picture of the specific problems you're facing, which will help us explore various solutions in the future.

    We'll be sure to keep you updated on any progress.

    Angela Smart supported this idea  · 

  7. Report Templates - Ability to add any report

    299 votes

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    44 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.

    We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.

    As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks

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    Angela Smart commented  · 

    Agreed!

    Angela Smart supported this idea  · 
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    Angela Smart commented  · 

    This came up in our bookkeeping meeting yesterday. Second this motion!

  8. XPM - Add Pause button

    166 votes

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    14 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, we get how a 'pause' button would help when juggling multiple tasks, and avoid the need to stop and restart the timer. We want to be honest that there aren't any plans for developing a pause option within XPM. Our teams focus for the time being is on development of the unified practice experience that'll soon be released with the Xero Partner Hub. You can read more on this through our website.

    Angela Smart supported this idea  ·