Settings and activity
793 results found
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203 votes
TENG CHRISTOPHER
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9 votes
Hi Ashleigh👋 Thanks for sharing your ideas and letting us know what matters to you! We also see how deleting quotes would be handy, and your idea is now open to votes from the Community to gain more support.
For adding categories and discount you are able to add a discount. We recommend raising a case with our support team for further assistance with this :)
TENG CHRISTOPHER
supported this idea
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19 votesTENG CHRISTOPHER
supported this idea
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17 votes
Hi community, we've started this request to gauge specific interest in enabling staff to request access to a Client within the unified experience.
Stemming from this original idea, this isn't something we have direct plans of at this time, but our product teams are staying close to the ground on what our practices would like to see developed and will consider this in future planning. 🙏
TENG CHRISTOPHER
supported this idea
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27 votes
Hi team, we appreciate wanting to be able to see this information more readily available. While we continue to get a sense of the interest in this through the idea we'll let you know here if there are any changes planned.
TENG CHRISTOPHER
supported this idea
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42 votes
Thanks for sharing your idea regarding manual reordering of tasks on a job.
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
TENG CHRISTOPHER
supported this idea
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12 votes
Thanks for your feedback on the Relationships section in Xero Partner Hub, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
TENG CHRISTOPHER
supported this idea
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20 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
TENG CHRISTOPHER
supported this idea
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16 votes
Appreciate your feedback on this and good to understand the different ways our partners are often viewing this information, Natascha.
Your feedback here has been shared back with our product team and I'll be sure to loop you in if there are any improvements planned for how the page responds when viewing from a mobile browser.
TENG CHRISTOPHER
supported this idea
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18 votes
We appreciate you taking the time to share your ideas with us!
Your suggestion is now live on the community board. To give it the best chance of moving forward, be sure to spread the word to your colleagues so they can vote for it too.
Other users can also jump into the comments to share how this update would help them get the most out of Xero.
TENG CHRISTOPHER
supported this idea
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22 votes
Hi team, this idea has been created off the back of this idea to get a good understanding of the interest in specifically providing temporary Client access to a staff member.
While this isn't somethign we have planned atm, our product team would like to get insight to consider in future planning. Thanks!
TENG CHRISTOPHER
supported this idea
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20 votes
Thank you for sharing your feedback and highlighting the features that are most important to you.
Your suggestion has been reviewed and is now open for community voting. We encourage you to share the link with colleagues who might benefit from this change so they can add their support. In addition to voting, other members can now leave comments to explain how this improvement would enhance their Xero experience.
TENG CHRISTOPHER
supported this idea
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12 votes
Hi everyone, thanks for sharing this idea. We understand you’re looking for more flexibility in how relationships between contacts can be recorded within Xero Practice Manager.
The suggestion is to add more relationship options, such as identifying roles like beneficiaries or corporate trustees, so practices can better capture specific client structures.
We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of expanding relationship options.
TENG CHRISTOPHER
supported this idea
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12 votes
Hi everyone, thanks for the engagement on this idea. We can see how being able to view future recurring jobs on the calendar could make it easier to plan workloads and manage capacity.
Currently, recurring jobs only appear on the calendar once they've been generated. As a workaround, you can configure recurring job templates to generate further in advance, allowing upcoming jobs and their assigned tasks to appear earlier for planning purposes.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular planning timeframes or scheduling workflows this would support, we'd love to hear more about them.
TENG CHRISTOPHER
supported this idea
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24 votes
Hi Hannah, thanks for sharing your thoughts on the business structure view in Xero Practice Hub. It’s helpful to understand how important it is to see clearer client details at a glance when you’re managing groups of clients.
Your suggestion around having a more detailed business structure breakdown makes sense, especially as broader categories like Other can cover a mix of different client situations.
We’ve now moved this idea to Gaining Support, which means it’s open for the community to vote and add comments. This helps us understand what’s most valuable to you, and we’ll keep you posted as things progress. If others would find this useful too, feel free to share your thoughts.
TENG CHRISTOPHER
supported this idea
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27 votes
Thanks for sharing your feedback on customising field order in the Clients tab. We appreciate you explaining how this could improve your daily workflows in XPM.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
TENG CHRISTOPHER
supported this idea
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30 votes
Hi, thanks for sharing this idea, about how a Search on these drop-downs would speed things up for you.
We've reviewed your idea and now you can share it with any colleagues that this could benefit, so they can add their votes and comments to support it.
TENG CHRISTOPHER
supported this idea
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30 votes
Thanks for your feedback on the pop-up label when hovering over client names in XPM.
This idea has moved to Gaining support, which means our community team have reviewed it and it's open for community support through votes and comments. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
TENG CHRISTOPHER
supported this idea
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34 votes
Thanks for taking the time to share your idea and what’s most important to you.
We’ve reviewed it, and it’s now open for the community to support. If this would help others in your team, feel free to share it so they can add their vote.
Community members can also comment to share how this idea could improve their experience with Xero.
TENG CHRISTOPHER
supported this idea
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22 votes
Hi Jocelyn, appreciate the suggestion. Relying on a single Master Admin can create a bottleneck and adds risk if that person is unavailable. We understand that allowing multiple Master Admins would help share responsibility and improve continuity across the practice.
At the moment, Master Admin role is limited to one user. However, you can look into the Administrator role for the meantime. I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
TENG CHRISTOPHER
supported this idea
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