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14 results found

  1. Practice Manager - Relationship Type

    173 votes

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    submitted  ·  44 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

    116 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

    296 votes

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

    Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

    As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

    History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

    Georgina Gogarty supported this idea  · 

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

    24 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

    41 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

    10 votes

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

    Hi team, I'm happy to share that this is a feature you can look forward to having soon! If you haven't caught up on the Xerocon announcements you can read up on our blog.

    Xero Partner Hub is the new practice experiences bringing all your practice tools together in one place and will be launching to partners early 2026. This will include many improvements to clients like being able to create a group from within a clients record. 🙂

    Read up on the Xero Partner Hub on our website, where you can also register for early access beginning in Nov.

    An error occurred while saving the comment
    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

    7 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

    15 votes

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    submitted  ·  2 comments  ·  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

    21 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. Xero HQ | Document portal (without e-sign)

    67 votes

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    submitted  ·  14 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Georgina Gogarty supported this idea  · 
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    Georgina Gogarty commented  · 

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

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

    8 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

    41 votes

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    submitted  ·  10 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

    34 votes

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