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← Share and support customer ideas for Xero

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14 results found

  1. Practice Manager - Relationship Type

    90 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Georgina Gogarty supported this idea  · 

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

    109 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Georgina Gogarty supported this idea  · 

  3. Practice Manager - Audit trail for client history

    250 votes

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

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Georgina Gogarty supported this idea  · 

  4. Practice Manager - Stop costs/disbursements being added to a Closed Job

    23 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Georgina Gogarty shared this idea  · 

  5. NZ Payroll - Automatically upload recurring jobs

    6 votes

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    1 comment  ·  For small businesses » Payroll  ·  Admin →
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    Georgina Gogarty shared this idea  · 

  6. Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs

    38 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Georgina Gogarty supported this idea  · 

  7. Practice Manager | Clients - Ability to create groups from client

    8 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Georgina Gogarty commented  · 

    This would be extremely helpful - its annoying having to go to groups to create a new group - rather than select 'add to group'> create new group

    Georgina Gogarty supported this idea  · 

  8. Billable Expenses - Feature to flow through to XPM Clients

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Georgina Gogarty shared this idea  · 

  9. Document Packs: Mark as complete when missing signatures

    13 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Georgina Gogarty supported this idea  · 

  10. Document pack - Select email to receive notification for signed pack

    17 votes

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    5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Georgina Gogarty commented  · 

    This would be great for us as we could Cc in our tax team so they get notified once the tax returns are signed - currently we are forwarding the email to them once signed

    Georgina Gogarty supported this idea  · 

  11. Document Packs - Ability to add a person to Read Only (not Sign) in Document Pack - and the ability to select which ones they can see

    11 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Georgina Gogarty shared this idea  · 

  12. Document Packs - Download all documents in the document pack at once

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Georgina Gogarty shared this idea  · 

  13. Document Packs - Send me a copy of the email

    38 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Georgina Gogarty supported this idea  · 

  14. Document Pack - Ability to cancel without client receiving notification

    32 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Georgina Gogarty supported this idea  ·