Settings and activity
8 results found
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185 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
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Sharnette Josephs
commented
Thank you Kelly, i am getting just a little frustrated that Xero asks for ideas but then the answer seems to be the same: Good idea but yeah nah, not doing it. Not happy, this idea seems not that complicated to me..........
Sharnette Josephs
supported this idea
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74 votes
Thanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.
Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.
Sharnette Josephs
supported this idea
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243 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Sharnette Josephs
supported this idea
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96 votes
Hi team, thanks for engaging us on the idea here. We appreciate more visibility of client bank feeds would help when managing and serving your clients day-to-day.
With the new Xero Partner Hub homepage we are designing and developing a range of widgets to help partners manage their practices. Right now, we're developing a Bank feed disruptions widget that'll help you identify any disruptions to bank feeds that affect your clients feeds, helping you to fix bank feeds as soon as they're down without delays.
This is in development atm, and I'll share an update when this becomes available within Xero Partner Hub.
Sharnette Josephs
supported this idea
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120 votes
Thank you for the interest and feedback you have shared on this idea, everyone.
We'd like to provide some clarification of what is currently possible which may help some users here, and have slightly adjusted the title with the main request being around the ability to add registered office address as a field to a Clients record.
Within the new unified client experience you can add multiple addresses to a Contact of a Client. While there isn't a specific option for 'Registered office address' you can select 'Other address' or choose from one of the preset (Street, Postal, or Delivery) options.
At the client level, we appreciate individual Contact addresses may differ to the Client registered office address - Our product team are now working to add registered address as a field for 'Company' type business structures and I'll return to share news of it's release with you all here.
Sharnette Josephs
supported this idea
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40 votesSharnette Josephs
supported this idea
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An error occurred while saving the comment Sharnette Josephs
commented
It would be great to see the tax refund/payable next to the tax return in the client view, tax returns tab, saves opening up the tax form. Would also be good to see the assigned staff member in the jobs tab in client view, saves clicking into job.
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21 votesSharnette Josephs
supported this idea
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11 votesSharnette Josephs
supported this idea
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Unfortunately, Xero is going down the path of not listening to the end user whilst ever increasing prices. Maybe you need to poach someone from BGL to get better functionality in your program.