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  1. Xero Analytics Plus | STCF - Options to export

    83 votes

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    42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Ayla Wilson commented  · 

    Critical part of the report

    Ayla Wilson supported this idea  · 

  2. Files - Ability to have sub files

    121 votes

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    48 comments  ·  For small businesses  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for all sharing and adding your vote for the idea, here. We know our customers find great use in Xero Files and developing the ability to create sub folders in Xero Files is something the team are planning to take a deeper dive into in the coming months. For now, we'll move the idea to Under review and I'll come back with more news when this picks up. 😊

    Ayla Wilson supported this idea  · 

  3. Practice Manager - Audit trail for client history

    304 votes

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    34 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

    Ayla Wilson supported this idea  · 

  4. XPM - Client report including connected Xero organisation

    34 votes

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

    Hi everyone, as noted in the comments here with Single Client record and client lists now being the same across XPM and Xero HQ you could export your client list from Xero HQ and you'll in the export file there is a column for Organisation name.

    Appreciate this isn't directly within Xero atm, so we'll leave the idea open. We don't have any direct plans for developing this view in Xero right now, but we'll continue to track the appetite here and share if there's any change planned.

    Ayla Wilson supported this idea  ·