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4 results found

  1. Practice Manager - Ability to merge contacts (not clients)

    77 votes

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    18 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    We understand that managing duplicate contacts can take extra time, and we appreciate everyone who has shared feedback on this. For now, the best workaround is to manually edit and consolidate the details of duplicate contacts before deleting them, as some of you have already pointed out. While this idea isn't currently planned for development, we’re continuing to capture and review feedback as we consider future improvements to Xero Practice Manager. We’ll share any updates here if that changes.

    Denny Putra supported this idea  · 

  2. Xero HQ - Combine custom reports with Adviser report

    23 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Denny Putra supported this idea  · 

  3. Report Templates - Livestock trading statement

    132 votes

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    submitted  ·  18 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Denny Putra commented  · 

    I agree

    Denny Putra supported this idea  · 

  4. Report Templates - Ability to add any report

    300 votes

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    44 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.

    We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.

    As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks

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    Denny Putra commented  · 

    I agree with James.

    Denny Putra supported this idea  ·