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  1. Practice Manager | Onboarding - Companies house sync

    5 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hey Kath, thanks for sharing your idea with us. We’ve had a proper look at it and just wanted to give you an update.

    We’ve marked this idea as Gaining Support, which means it’s now open for others to view, vote on, and add their thoughts. The more interest it gets, the more it helps our product team see the value and consider it for future updates. Really appreciate you taking the time to contribute.

    Kath Milo shared this idea  · 

  2. Practice Manager - Audit trail for client history

    306 votes

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

    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

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    Kath Milo commented  · 

    An audit trail for client history would be invaluable. Also (and I'll post a new idea for this), our current PM system syncs to Companies House, which is extremely useful and time efficient when onboarding new clients

    Kath Milo supported this idea  · 

  3. Quotes - Permanently Delete Quotes

    123 votes

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    59 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.

    We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea. 

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    Kath Milo commented  · 

    I agree with Ryan Pillay - good to tidy up the quote screen, otherwise it becomes messy. Other option would be to add a 'Deleted' tab and move the deleted ones there upon deletion