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  1. practice manager colour

    1 vote

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    0 comments  ·  Security & support  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Karen Feng shared this idea  · 

  2. Practice Manager - Display Name for clients

    35 votes

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    submitted  ·  9 comments  ·  Practice tools  ·  Admin →
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    Karen Feng commented  · 

    Have display name/preferred name field for trusts too. Some trusts have the same name. It will be good to be able to identify them from displayed name rather than having to go through the contacts or group page. We just need to put in a bracket at the back of their trust display name the group it belongs to.
    Can have the actual entity name somewhere else.

    Karen Feng supported this idea  · 

  3. Xero HQ | Document Packs Email Templates - Ability to edit

    70 votes

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    submitted  ·  14 comments  ·  Practice tools  ·  Admin →
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    Karen Feng commented  · 

    And also good to have multiple templates that can be chosen from

    Karen Feng supported this idea  ·