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← Share and support customer ideas for Xero

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  1. Xero sign - Simplify client login for signing documents

    13 votes

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    submitted  ·  9 comments  ·  Practice tools  ·  Admin →
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    Terri Scott commented  · 

    A client on the Xero Portal login page who resets their password should be redirected back to the Xero Portal login page NOT to the Xero Accounting login page where they are asked for details to sign up for a free trial. This is an ongoing, old and frustrating issue that wastes time. Please fix!

    Terri Scott supported this idea  · 

  2. Navigation - Freeze bar at the top of the page to save scrolling

    272 votes

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    80 comments  ·  Users & setup » Navigation  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone, we want to acknowledge all the feedback about how we can improve your experience by making navigation easier while scrolling.

    Our product team are now exploring options such as a 'sticky' navigation bar or 'back to top' option, and appreciate all thats been shared about this by our community.

    While we can't commit to development as yet, I'll be sure to let you know further news of this, here.

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    Terri Scott commented  · 

    What about freezing the Bank Account name under the blue bar ... so while reconciling you can easily see which bank account you are working on without losing your place, especially when you are reconciling transfers between accounts and you have multiple tabs open, one for each bank account.

  3. Practice Manager - Ability to merge contacts (not clients)

    78 votes

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

    We understand that managing duplicate contacts can take extra time, and we appreciate everyone who has shared feedback on this. For now, the best workaround is to manually edit and consolidate the details of duplicate contacts before deleting them, as some of you have already pointed out. While this idea isn't currently planned for development, we’re continuing to capture and review feedback as we consider future improvements to Xero Practice Manager. We’ll share any updates here if that changes.

    Terri Scott supported this idea  · 
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    Terri Scott commented  · 

    I am really pleased that Xero has created reusable contacts in XPM and support this product idea request for a way to merge the multiple duplicate contacts that I, and I am sure many other users, now have in XPM.