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← Share and support customer ideas for Xero

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10 results found

  1. XPM - Option to rename and/or disable unwanted "Business Structure" types

    4 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Krystle Brandstater shared this idea  · 

  2. Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs

    44 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Krystle Brandstater supported this idea  · 

  3. Practice Manager - Ability to archive Client Groups

    27 votes

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    5 comments  ·  Practice tools  ·  Admin →
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    Krystle Brandstater supported this idea  · 

  4. History | Practice Manager - Audit trail for changing/updating the Partner and/or Manager

    8 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Krystle Brandstater supported this idea  · 

  5. Practice Manager - Relationship Type

    184 votes

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    50 comments  ·  Practice tools  ·  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.

    Krystle Brandstater supported this idea  · 

  6. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    139 votes

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

    Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.

    You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.

    This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.

    We'll continue to keep a close eye on the support here, and share if there's any progress.

    Krystle Brandstater supported this idea  · 

  7. Practice Manager | Staff - Report/list of charge out rates

    33 votes

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    submitted  ·  7 comments  ·  Practice tools  ·  Admin →
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    Krystle Brandstater supported this idea  · 

  8. XPM - Relationships - Add Share Class Type

    68 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Krystle Brandstater supported this idea  · 

  9. Practice Manager - Highlight/banner for notes

    158 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.

    Krystle Brandstater supported this idea  · 

  10. AU Tax - Exclude Client's Bank details and DOB when sending lodged return

    24 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Krystle Brandstater supported this idea  ·