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← Share and support customer ideas for Xero

Settings and activity

6 results found

  1. XPM - Hide Archived Contacts

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hayley Benedict supported this idea  · 

  2. Practice Manager - Report on client bank details inc fields BSB, Account number, Account name.

    9 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hayley Benedict shared this idea  · 

  3. Practice Manager | Client reporting - Field mapping

    15 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hayley Benedict supported this idea  · 

  4. Practice Manager | Clients - Date of death field for client details

    252 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.

    As soon as there's more progress we'll share an update on this, with you all here.

    Hayley Benedict supported this idea  · 

  5. Practice Manager - Audit trail for client history

    282 votes

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    31 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Hayley Benedict supported this idea  · 

  6. Xero Practice Manager: Select tax code when pushing invoices from XPM to Xero

    4 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hayley Benedict supported this idea  ·