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6 results found

  1. Reports - Sort alphabetically

    2 votes

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    0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Zara Coombs shared this idea  · 

  2. Report Templates - Default client advisor reports to alphabetical order in Xero HQ

    4 votes

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    submitted  ·  1 comment  ·  Reports & tax » Reporting  ·  Admin →
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    Zara Coombs supported this idea  · 

  3. Reporting | Groups - Option to sort in alphabetical order

    25 votes

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    11 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Zara Coombs supported this idea  · 

  4. Reporting - Ability to sort notes alphabetically

    12 votes

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    2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Zara Coombs supported this idea  · 

  5. XPM - Reassign client in bulk

    87 votes

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

    We appreciate your feedback on the idea of a bulk client reassign feature in Xero Practice Manager. At this stage, this feature isn’t planned for development. We understand the manual effort this can create, and we’ll continue to share this feedback with our product team for future consideration. In the meantime, the current workaround is to use the export/import function. We’ll keep you updated if anything changes in the future.

    Zara Coombs supported this idea  · 

  6. Contact - Business Number (ABN) verification check

    74 votes

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    25 comments  ·  Contacts & files » Contact  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for taking the time to share your thoughts on ABN verification. We really appreciate you explaining how this could make it easier to stay compliant and simplify your daily workflows.

    Right now, you can use the quick link on the Contacts page in Xero to open the official ABN Lookup site and check details manually. We understand this isn’t the fully integrated solution you’d prefer, but it’s the option currently available for verifying contact information.

    Our product team has continued to review this idea, however it’s not something we’re planning in the near future. The idea will stay open for votes, and we’ll keep tracking interest here. If anything changes, we’ll post an update in this thread.

    Zara Coombs supported this idea  ·