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8 results found

  1. MFA | Role that can enable another user to reset multi factor authentication

    15 votes

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    3 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Stephan Nester shared this idea  · 

  2. XPM | Job Manager - Add notes column with option to add note

    101 votes

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

    Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here. 

    Stephan Nester supported this idea  · 

  3. Practice Manager - Relationship Type

    183 votes

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

    Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.

    While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.

    We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.

    Stephan Nester supported this idea  · 

  4. Workpapers - Ability to add more users

    71 votes

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    In development  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Stephan Nester supported this idea  · 

  5. Workpapers - Ability to add a note function to each account

    54 votes

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    In development  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Stephan Nester supported this idea  · 

  6. Workpapers - Ability to use Custom Excel Templates

    163 votes

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

    Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

    Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

    The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

    We'll post an update as soon as we have any news to share.

    Stephan Nester supported this idea  · 

  7. Workpapers - Integrate with the Xero trial balance

    96 votes

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    In development  ·  8 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Stephan Nester supported this idea  · 

  8. Practice manager | Clients - History (new clients and amendments)

    44 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Stephan Nester supported this idea  ·