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← Share and support customer ideas for Xero

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8 results found

  1. Document Pack - Ability to cancel without client receiving notification

    39 votes

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    submitted  ·  11 comments  ·  Practice tools  ·  Admin →
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    Kara Rees supported this idea  · 

  2. Practice Manager | Clients - Bulk look up and update

    31 votes

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    4 comments  ·  Practice tools  ·  Admin →
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    Kara Rees supported this idea  · 

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

    34 votes

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    submitted  ·  7 comments  ·  Practice tools  ·  Admin →
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    Kara Rees supported this idea  · 

  4. XPM | AU Tax - Automatically email lodgment confirmation to clients

    47 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Kara Rees supported this idea  · 

  5. Bank Reconciliation: Search for transactions across all accounts

    244 votes

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    31 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.

    While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.

    That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.

    If things change we'll gladly share with you all here.

    In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.

    Kara Rees supported this idea  · 

  6. 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.

    Kara Rees supported this idea  · 

  7. Practice tools - Dashboard for client bank feed status

    96 votes

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    7 comments  ·  Practice tools » Practice management  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for engaging us on the idea here. We appreciate more visibility of client bank feeds would help when managing and serving your clients day-to-day.

    With the new Xero Partner Hub homepage we are designing and developing a range of widgets to help partners manage their practices. Right now, we're developing a Bank feed disruptions widget that'll help you identify any disruptions to bank feeds that affect your clients feeds, helping you to fix bank feeds as soon as they're down without delays.

    This is in development atm, and I'll share an update when this becomes available within Xero Partner Hub.

    Kara Rees supported this idea  · 

  8. XPM - Filter deleted clients

    8 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Kara Rees shared this idea  ·