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65 results found

  1. Contact - Business Number (ABN) verification check

    68 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  · 

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

    22 votes

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

  3. XPM - Link client postal & physical address

    10 votes

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

  4. Credit notes - Tick box to allocate full amount

    13 votes

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    submitted  ·  4 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Adelle Brown supported this idea  · 

  5. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    139 votes

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

    Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.

    You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.

    This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.

    We'll continue to keep a close eye on the support here, and share if there's any progress.

    Adelle Brown supported this idea  · 

  6. User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)

    92 votes

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    submitted  ·  21 comments  ·  Users & setup » User permissions  ·  Admin →
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    Adelle Brown supported this idea  · 

  7. Contacts - Add customer's invoice payments to Contacts

    53 votes

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    9 comments  ·  Contacts & files » Contact  ·  Admin →
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    Accepted  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how useful it would be to see the details of the payments on the Contact activity page.

    The product team have reviewed this and it's something they would like to explore, though it isn't currently on the roadmap. This idea remains open for votes and comments, so please continue sharing your experiences here as your input helps us understand how this feature could support your workflows.


    Adelle Brown supported this idea  · 

  8. XPM - Reassign client in bulk

    83 votes

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    11 comments  ·  Practice tools  ·  Admin →
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    Adelle Brown supported this idea  · 

  9. Xero - Option to flag a performance issue without having to raise a support case

    35 votes

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    11 comments  ·  Security & support » Security  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate wanting to help Xero identify and raise issues asap. While we may consider changes to this overtime, to be upfront there are no immediate plans for changing the current method to raise these sort of issues with us. There are a number of troubleshooting steps our specialists will work through with a customer to rule out external factors that could be impacting your experience with Xero, and they'll get the right detail to investigate, triage and escalate if the cause does appear to stem from within the product.

    One area we know customers can commonly run into trouble with is bank feeds, and we do have work going on atm to enable customers to send us an alert if they are experiencing trouble with a bank accounts feed from within their organisation. You can stay up to date with progress for this, on this idea.

    …

    Adelle Brown supported this idea  · 

  10. Practice Manager - Highlight/banner for notes

    160 votes

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

    Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.

    Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.

    Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.

    We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.

    Adelle Brown supported this idea  · 

  11. Bank Reconciliation - Contact match by additional contact details

    16 votes

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    5 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Adelle Brown supported this idea  · 

  12. Practice Manager | Client List - Export with all data

    44 votes

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    submitted  ·  10 comments  ·  Practice tools  ·  Admin →
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    Adelle Brown supported this idea  · 

  13. Practice Manager - Ability to merge contacts (not clients)

    74 votes

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    submitted  ·  16 comments  ·  Practice tools  ·  Admin →
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    Adelle Brown supported this idea  · 

  14. Practice Manager | Client Report - Include primary contact

    83 votes

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    submitted  ·  16 comments  ·  Practice tools  ·  Admin →
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    Adelle Brown supported this idea  · 

  15. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    100 votes

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    13 comments  ·  Practice tools  ·  Admin →
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    Adelle Brown supported this idea  · 

  16. XPM - Ability to favourite recurring time entries

    21 votes

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

  17. Billable Expenses - Feature to flow through to XPM Clients

    7 votes

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

  18. Xero HQ - Provide a function to mark clients as favourites

    23 votes

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

    Thanks for your support on this idea, community. With Xero Partner Hub slowly rolling out to practices over the coming months our product teams are working on many enhancements that will help streamline and efficiently manage your practice.

    As part of the new homepage experience we are looking into a widget that will enable quick access to your most frequently used client files. I'll be sure to keep you updated on further news of this here.

    Adelle Brown supported this idea  · 

  19. NZ Tax - Auto assessments

    27 votes

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

  20. Practice Manager - Ability to archive Client Groups

    27 votes

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