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← Share and support customer ideas for Xero

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5 results found

  1. XPM - Update client details via API

    24 votes

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    2 comments  ·  Practice tools  ·  Admin →
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    Sussann McKinney supported this idea  · 

  2. Report Templates include a Signature

    50 votes

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    submitted  ·  8 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Sussann McKinney supported this idea  · 

  3. Practice Manager - Highlight/banner for notes

    157 votes

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    14 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.

    Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.

    Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.

    We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.

    Sussann McKinney supported this idea  · 

  4. XPM - Add Pause button

    166 votes

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    14 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, we get how a 'pause' button would help when juggling multiple tasks, and avoid the need to stop and restart the timer. We want to be honest that there aren't any plans for developing a pause option within XPM. Our teams focus for the time being is on development of the unified practice experience that'll soon be released with the Xero Partner Hub. You can read more on this through our website.


    Sussann McKinney supported this idea  · 

  5. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    99 votes

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    12 comments  ·  Practice tools  ·  Admin →
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    Sussann McKinney supported this idea  ·