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61 results found

  1. Archiving clients in XPM and Blue Xero

    10 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Adelle Brown supported this idea  · 

  2. XPM - Branch / Department Feature

    47 votes

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    submitted  ·  7 comments  ·  Practice tools  ·  Admin →
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    Adelle Brown supported this idea  · 

  3. Contacts - View unallocated Overpayment/Prepayment/Credit at a glance

    41 votes

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    submitted  ·  6 comments  ·  Contacts & files » Contact  ·  Admin →
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    Adelle Brown supported this idea  · 

  4. Practice Manager | Select multiple relationships at once

    33 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Adelle Brown supported this idea  · 

  5. Practice Manager - Bulk Data Updates

    69 votes

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

    Hi everyone, we thoroughly appreciate your engagements with us here, and helping us understand future improvements that could enhance your use of Xero for managing your practice.

    As you'll have likely seen we are in the process of releasing new client and staff experiences to unify our practice tools under what will soon become Xero Partner Hub.

    With the current work in progress we want to be open that bulk updates like what's being asked here aren't in the roadmap atm, however this will be something we consider as we keep revising our roadmaps. If there are any updates we will share on this idea.

    Adelle Brown supported this idea  · 

  6. Job Manager - Create a 'To do' list of recurring tasks

    6 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminHasan Dhan (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you, Fiona.

    Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    We'll be keeping an eye on the traction this idea receives in the community. Thanks.

    Adelle Brown supported this idea  · 

  7. Practice Manager | Jobs - Open recurring job on completion of previous job

    8 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Adelle Brown supported this idea  · 

  8. XPM: Import relationships info into Financial Statements

    7 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Adelle Brown supported this idea  · 

  9. XPM - Merge clients

    26 votes

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    7 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    With the soon to come Xero Partner Hub we'll be bringing all your practice tools under one umbrella and improving your experience in managing and working with clients in your practice. With the combined experiences of Xero HQ and Practice Manager this'll include the ability to merge two clients into one, like you're after here 🙂

    Thank you for sharing your feedback with us. Find more information about Xero Partner Hub on our website, and we'll be back to update you all as this goes live to practices in the coming months.

    An error occurred while saving the comment
    Adelle Brown commented  · 

    In previous software I have used it will not allow you to add the same IR number to multiple clients - This would solve this problem

    Adelle Brown supported this idea  · 

  10. Practice Manager | Invoicing - Default to Fixed Price

    12 votes

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    submitted  ·  8 comments  ·  Practice tools  ·  Admin →
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    Adelle Brown supported this idea  · 

  11. Practice manager - Add start and finish times in timesheets

    10 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Adelle Brown supported this idea  · 

  12. Practice manager - XPM to Xero contact fields

    28 votes

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    12 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your appetite in this idea. You may have seen some of the improvements coming with Xero Partner Hub soon as we unify the client and staff experiences across practice tools.

    We want to be open that there are no changes planned for syncing contacts from Xero blue into Xero Partner Hub at this stage but we'll continue to keep a close eye on the interest here and share if any plans are made.

    Adelle Brown supported this idea  · 

  13. Practice Manager | Client - Ability to create recurring job

    13 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Adelle Brown supported this idea  · 

  14. XPM | Job Manager - Add notes column with option to add note

    101 votes

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    23 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here. 

    Adelle Brown supported this idea  · 

  15. Practice Manager | Quick Time Entry Job Status option

    65 votes

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    submitted  ·  12 comments  ·  Practice tools  ·  Admin →
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    Adelle Brown supported this idea  · 

  16. Bills - add a scheduled amount when entering a planned date

    23 votes

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    submitted  ·  5 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Adelle Brown supported this idea  · 

  17. Contact - Business Number (ABN) verification check

    69 votes

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    23 comments  ·  Contacts & files » Contact  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for taking the time to share your thoughts on ABN verification. We really appreciate you explaining how this could make it easier to stay compliant and simplify your daily workflows.

    Right now, you can use the quick link on the Contacts page in Xero to open the official ABN Lookup site and check details manually. We understand this isn’t the fully integrated solution you’d prefer, but it’s the option currently available for verifying contact information.

    Our product team has continued to review this idea, however it’s not something we’re planning in the near future. The idea will stay open for votes, and we’ll keep tracking interest here. If anything changes, we’ll post an update in this thread.

    Adelle Brown supported this idea  · 

  18. Practice tools | Staff - Ability to set up and assign permissions to groups of staff

    24 votes

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    submitted  ·  8 comments  ·  Practice tools » Staff  ·  Admin →
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    Adelle Brown supported this idea  · 

  19. Clients - Copy address to Street/Postal

    30 votes

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    5 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Megan, so we can get a sense of the interest in the two aspects of ideas you noted in this idea I've just split the second to this post so we can track these separately. If there are any plans made for either of these improvements we'll share on the respective idea. Thanks

    Adelle Brown supported this idea  · 

  20. Credit notes - Tick box to allocate full amount

    20 votes

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    submitted  ·  8 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Adelle Brown supported this idea  · 
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