Settings and activity
35 results found
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24 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
Ashley Head
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26 votesAshley Head
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21 votes
An error occurred while saving the comment Ashley Head
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259 votes
Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!
With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.
This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website
Ashley Head
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99 votesAshley Head
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15 votesAshley Head
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24 votes
An error occurred while saving the comment Ashley Head
commented
Yes this is very necessary. I don't know any accounting firm that works on job budget time, it is always dollars.
All of our jobs have $ budgets and we manage our WIP in $ not time.
Another extremely useful column in the job manager would be $ budget left - eg $ budget minus estimated billable. This is a feature that is part of MYOB job manager and was very useful data.
I currently have to run a custom job manager report and export it to excel to get a useable job manager.
Ashley Head
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7 votesAshley Head
shared this idea
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11 votesAshley Head
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62 votesAshley Head
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28 votesAshley Head
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166 votes
Thanks for the continued support of this idea, and providing added detail on why seeing age at a glance would be helpful in your workflows.
We've looked into possible solutions to accommodate the needs here, however there's some work that'd need to be done to achieve this. With current focus on Xero Partner Hub release this isn't a feature that we've planned at this time. However, we'll continue to reassess and consider this in future planning. I'll share if there are any updates.
Ashley Head
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44 votes
HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer.
From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here
An error occurred while saving the comment Ashley Head
commented
It would be extremely useful if we had the option to include the outstanding invoices as an attachment when sending statements.
When we send end of month statements we always have clients email us asking for a copy of the invoice as the statements don't give enough details.
Ashley Head
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729 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Ashley Head
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208 votes
Hey everyone, we thank you for the detailed feedback on improving how leave requests work for part-time employees in Australian payroll.
We understand the value of shifting the task of adjusting hours to employees, freeing up payroll administrators’ time for other priorities and we also appreciate the points raised around accuracy and compliance.
While we don’t have current plans to deliver exactly what’s been suggested here, our product team is continuing to focus on developing working patterns within AU Payroll. Based on what we’ve seen in other regions, this'll likely address many of the needs discussed here.
We’ll move this idea to Not in pipeline for now, but we’ll keep you posted on any updates that could help achieve what’s being asked.
An error occurred while saving the comment Ashley Head
commented
For salary part time workers we need the option to record their default days of the week and how many hours they work on those days.
We currently have to manually change the hours on all leave requests for part time employees as Xero divides their weekly hours by 5 and calculates that is how much they work per day. This also means that Xero can't calculate public holidays correctly for part time employees and it needs to be manually changed each time.
Ashley Head
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We have a lot of contacts that have additional people attached to them. Currently the only way to see the additional people is to client Edit contact.
We should be able to see the additional people under the contact details summary list.