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  1. 3 votes

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    Laura Jacobs commented  · 

    This is critical for data security. Blue Xero has Assurance dashboard that shows what the last activity was and if there were any changes. There should be no reason why XPM doesn't have this also as all staff have access and changes need to have an audit trail.

    Laura Jacobs shared this idea  · 
  2. 182 votes

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    Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search. 

    You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog. 

    We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here. 

    Laura Jacobs supported this idea  · 
  3. 121 votes

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    Laura Jacobs commented  · 

    This would be so useful with messy marriage breakups to highlight to all staff that look after the clients and give them a heads up.
    Putting a note there if you're waiting for the client to call back with information reception could see notes and let them know who called and what was needed.

    Laura Jacobs supported this idea  · 
  4. 41 votes

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    Laura Jacobs supported this idea  · 
  5. 62 votes

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    Laura Jacobs supported this idea  · 
  6. 17 votes

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    Laura Jacobs supported this idea  · 
  7. 90 votes

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    Laura Jacobs supported this idea  · 
  8. 19 votes

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    Appreciate wanting history for Xero Ask queries. 

    This was briefly looked into, however I do want to confirm that there are no plans for developing history for Xero Ask at this time.  


    We'll move the status of this idea back to submitted and continue to get a sense of the interest around this, here. 

    Laura Jacobs supported this idea  · 
  9. 313 votes

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    Laura Jacobs supported this idea  · 
  10. 143 votes

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    Thanks for all the detail around the different scenarios a pause function for the timer would help with.


    Our team have been taking interest in ideas in the forums here. 

    With the way the timer works with Practice Manager today, developing the ability to pause this would require extensive work and this isn't something we're able to resource at this time.


    As we enhance integrations through practice manager our practice teams will continue to track ideas on the site here, and share if there's any change.

    Laura Jacobs supported this idea  ·