Settings and activity

7 results found

1. Practice Manager | Ability to send reminders for GST to clients

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Kate King supported this idea  ·  16 April, 2024

2. Xero HQ - Document Packs automated reminders

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   7 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.

   We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!

   Kate King supported this idea  ·  16 April, 2024

3. Xero HQ Ask - Automatically send due date reminders

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Kate King supported this idea  ·  16 April, 2024

4. Ask Queries - Automated reminder notification

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   1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Kate King supported this idea  ·  16 April, 2024

5. XPM - Add column for Email to Client list

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

   Hi community, with Xero Partner Hub you'll soon have the ability to add any column to your Client List that you like! 😊

   Read up on this announcement from our blog, and get to know more of what's coming with the Xero Partner Hub on our website.

   I'll be back to share as this starts to roll out to partners in early 2026.

   Kate King shared this idea  ·  19 April, 2023

6. Practice Manager | Client Report - Include primary contact

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   submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Kate King supported this idea  ·  19 April, 2023

7. XPM - Add multiple email addresses for client

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

   Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

   As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

   One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

   We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd really like to track interest and update you through, so please do support and add your feedback for this there. 🙏

   Find out more about the Xero Partner Hub and how to prepare from our website. I'll be back to share more as Xero Partner Hub is released to practices.

   Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

   As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

   One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

   We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd… more

   Kate King supported this idea  ·  19 April, 2023