Settings and activity

13 results found

1. Archiving clients in XPM and Blue Xero

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Kristan Wright supported this idea  ·  18 June, 2025

2. AU Tax - Field to view Tax return status and whether started in tax report

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   3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

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   Kristan Wright commented  ·  02 October, 2024  ·  Edit…  ·  delete…

   Would be great to have a field option in the Report Builder that can show if a Tax Return was prepared as a 'Final Tax return'.

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   Kristan Wright supported this idea  ·  02 October, 2024

3. XPM - Relationships - Add Share Class Type

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   submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Kristan Wright supported this idea  ·  19 August, 2024

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

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

   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

   Kristan Wright supported this idea  ·  19 August, 2024

5. XPM - Add multiple email addresses for client

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   27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

   As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

   One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

   We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd really like to track interest and update you through, so please do support and add your feedback for this there. 🙏

   Find out more about the Xero Partner Hub and how to prepare from our website. I'll be back to share more as Xero Partner Hub is released to practices.

   Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

   As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

   One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

   We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd… more

   Kristan Wright supported this idea  ·  19 August, 2024

6. Practice Manager | Entities with the same name - Trusts & Superfunds

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Kristan Wright commented  ·  19 August, 2024  ·  Edit…  ·  delete…

   Yes. This needs to happen. Causes so many issues.
   I can't believe it doesn't consider them unique based on ABN or client code.

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   Kristan Wright supported this idea  ·  19 August, 2024

7. XPM - Reassign client in bulk

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   11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

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   Kristan Wright commented  ·  19 August, 2024  ·  Edit…  ·  delete…

   This can be done though FYI in bulk, but would be great feature to have in XPM.

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   Kristan Wright supported this idea  ·  19 August, 2024

8. XPM - Create a registered office field on contact details for companies

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   submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Kristan Wright supported this idea  ·  19 August, 2024

9. XPM: Report on new, archived and terminated clients

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   submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Kristan Wright commented  ·  19 August, 2024  ·  Edit…  ·  delete…

   Yes!! Dates when clients were created and archived would be great!!

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   Kristan Wright supported this idea  ·  19 August, 2024

10. Practice Manager | Clients - Add columns

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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    Kristan Wright supported this idea  ·  03 June, 2024

11. Xero HQ - Allow users to see all clients and request access as needed

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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    Kristan Wright supported this idea  ·  03 June, 2024

12. XPM - Bill multiple clients in a group from the client group

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Kristan Wright supported this idea  ·  03 June, 2024

13. XPM - Ability to report on all fields

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Kristan Wright shared this idea  ·  08 December, 2023