Settings and activity
70 results found
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16 votes
Adelle Brown
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18 votes
An error occurred while saving the comment Adelle Brown
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7 votesAdelle Brown
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40 votesAdelle Brown
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27 votesAdelle Brown
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29 votesAdelle Brown
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6 votesAdelle Brown
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47 votesAdelle Brown
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16 votesAdelle Brown
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164 votes
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.
Adelle Brown
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24 votesAdelle Brown
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35 votes
Hi everyone, as noted in the comments here with Single Client record and client lists now being the same across XPM and Xero HQ you could export your client list from Xero HQ and you'll in the export file there is a column for Organisation name.
Appreciate this isn't directly within Xero atm, so we'll leave the idea open. We don't have any direct plans for developing this view in Xero right now, but we'll continue to track the appetite here and share if there's any change planned.
Adelle Brown
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41 votesAdelle Brown
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20 votesAdelle Brown
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72 votesAdelle Brown
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71 votes
Thanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.
Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.
Adelle Brown
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95 votesAdelle Brown
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180 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
Adelle Brown
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308 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Adelle Brown
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15 votes
An error occurred while saving the comment Adelle Brown
commented
We need to be able to create a recurring credit note, as disbursements have been put to a client and a discount has been offered to the client.
There is currently only a manual way of doing this by intercepting the disbursement charge and making an amendment.
This method relies on a person remembering to do this and pick it out from hundreds of imported disbursements - which is not a reasonable method.Adelle Brown
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I have just wasted 1 day to-ing and fro-ing with support as I normally attach the remittance from our client to the incoming transaction. I have just found that because the client overpaid us that we cannot attach the remittance to the transaction. This is probably the best instance that you do want the remittance attached to the transaction! I wasn't able to attach the remittance to a batch deposit, as the client was paying multiple entities, so I had to wait until the transaction came through to be able to split across the entities and create the overpayment transactions.