Settings and activity
6 results found
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23 votes
Thanks for your support on this idea, community. With Xero Partner Hub slowly rolling out to practices over the coming months our product teams are working on many enhancements that will help streamline and efficiently manage your practice.
As part of the new homepage experience we are looking into a widget that will enable quick access to your most frequently used client files. I'll be sure to keep you updated on further news of this here.
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Anna Kroehn
supported this idea
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16 votes
An error occurred while saving the comment Anna Kroehn
commented
Ditto - this is a necessary feature!!
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168 votes
Thanks for the continued support of this idea, and providing added detail on why seeing age at a glance would be helpful in your workflows.
We've looked into possible solutions to accommodate the needs here, however there's some work that'd need to be done to achieve this. With current focus on Xero Partner Hub release this isn't a feature that we've planned at this time. However, we'll continue to reassess and consider this in future planning. I'll share if there are any updates.
Anna Kroehn
supported this idea
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259 votes
Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!
With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.
This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website
Anna Kroehn
supported this idea
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1 voteAnna Kroehn
shared this idea
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8 votes
An error occurred while saving the comment Anna Kroehn
commented
Would be great to be able to access an audit trail of changes within XPM to determine who has made changes to client records (addresses, emails etc) within this database. Will help to assist in working out who's been involved in changing records when issues arise.
Anna Kroehn
supported this idea
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The removal of this marker in the latest XPM upgrade has a significant impact on administrative functions for client groups - we use it to indicate the main billing entity within large groups of clients and can now no longer see how the client prefers to be billed for their work without going into multiple client records to check if a billing group has been set