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4 results found

  1. XPM - Relationships - Add Share Class Type

    68 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Gabrielle Burton supported this idea  · 

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

    259 votes

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    28 comments  ·  Practice tools  ·  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

    Gabrielle Burton supported this idea  · 

  3. XPM - Add Pause button

    165 votes

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

    Hi everyone, we get how a 'pause' button would help when juggling multiple tasks, and avoid the need to stop and restart the timer. We want to be honest that there aren't any plans for developing a pause option within XPM. Our teams focus for the time being is on development of the unified practice experience that'll soon be released with the Xero Partner Hub. You can read more on this through our website.


    Gabrielle Burton supported this idea  · 

  4. Practice Manager | Jobs - Add custom fields to recurring jobs

    15 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Gabrielle Burton commented  · 

    I would love for this to happen as it would save a lot of time when setting up jobs!

    Gabrielle Burton supported this idea  ·