Settings and activity
32 results found
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8 votes
Hey Amy, thanks for sharing your feedback and for explaining how an alert or “on hold” option in Xero Practice Manager would help you manage work for clients who owe outstanding fees. We’ve reviewed this idea and are now moving it to the Gaining support status so other partners can vote and add their own use cases. Your comments and votes play an important role in helping our product team understand the impact of ideas like this and how they should be prioritised on our roadmap. We’ll be sure to update this thread if there’s any change to the status of this idea in future.
Amy Stronach
supported this idea
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Amy Stronach
shared this idea
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17 votes
Hi community, we've started this request to gauge specific interest in enabling staff to request access to a Client within the unified experience.
Stemming from this original idea, this isn't something we have direct plans of at this time, but our product teams are staying close to the ground on what our practices would like to see developed and will consider this in future planning. 🙏
Amy Stronach
supported this idea
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25 votes
Hi Juanita, thanks for sharing this suggestion. We understand that when you’re managing client records, having a clear way to separate legal names from trading names can be helpful.
The suggestion here is to add a dedicated Trading As / DBA field to contact records, so this information can be stored separately and be easier to find when managing invoices, statements, and client details.
We’ve moved this to Gaining Support so we can continue tracking interest and gather more examples from practices that use trading names as part of their day-to-day workflows.
Amy Stronach
supported this idea
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119 votes
We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
Amy Stronach
supported this idea
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5 votes
✨ Appreciate you raising this, Julie! We understand how adding a client group filter to Job Manager would speed things up and cut the back-and-forth. In the meantime, a quick workaround: press Ctrl + F (Cmd + F on Mac) and type the client’s name into your browser’s search box to jump to matching entries on the page. Your idea is now in gaining support, so it’s open for votes and comments. If you can, please share it with colleagues who’d benefit—more support helps us gauge impact and prioritise what matters most.
An error occurred while saving the comment Amy Stronach
supported this idea
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81 votes
Thanks for your feedback on our updates to Jobs within the practice experiences beta. Our team are following and considering all feedback we receive through this forum very closely and I'll be sure to let you know if there are any updates.
An error occurred while saving the comment Amy Stronach
commented
Adding a notes column that allows free text to be written would be amazing, you can only have so many job states, you need to have personalised information against each job where you can that is clearly visible without having to go into the job.
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1 vote
Thanks for bringing this idea to the community. We understand the request for Import from Xero mappings to be managed centrally through the Master Chart of Accounts rather than configured separately for each client.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and share your use case.
Amy Stronach
shared this idea
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44 votesAmy Stronach
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24 votes
Hi Cherry, thanks for sharing this idea! It’s clear that not having “My Jobs” on the homepage adds extra clicks and makes it harder to keep on top of daily priorities.
As a workaround in the meantime, the Jobs table on the homepage does have filters — you can filter the jobs by Assigned to me as staff, Assigned to me as manager, or Assigned to me as partner to help focus on the tasks relevant to you. Still, we know a dedicated homepage widget would make this even smoother.
I’ve moved this to Gaining Support so we can track interest and see how many in the community would benefit. Your votes and comments help our product team understand the impact, so please keep them coming!
An error occurred while saving the comment Amy Stronach
commented
On the home page can the Jobs assigned to me widget have the ability to prioritise the jobs in order of priority for staff so they know what order to work on jobs
Amy Stronach
supported this idea
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5 votes
Hi community, thank you for sharing on your needs and why being able to adjust columns widths within Job Manager would be helpful for your practice.
While this isn't currently possible, there is the option to adjust the columns that are shown in the Job Manager screen so you could deselect columns for data that you don't really need to increase the view of columns that are shown.
We'll continue to keep a view on the interest here and if there are any plans made, I'll let you know.
Amy Stronach
supported this idea
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9 votes
Hi team, we appreciate your feedback here and understanding how an adhoc job may turn into a normal job overtime.
Being open this isn't something we have direct plans for at present but are continuing to keep an eye on the interest surrounding this here.
If there's any news I'll let you know.
Amy Stronach
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66 votesAmy Stronach
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49 votesAmy Stronach
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27 votesAmy Stronach
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70 votesAmy Stronach
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38 votesAmy Stronach
supported this idea
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3 votes
Thank you for contributing your thoughts and highlighting the improvements that are most important to you. We have reviewed your suggestion, and it is now open for community support. To increase its visibility, feel free to share the link with colleagues who might also benefit from this change. In addition to voting, other members can now provide feedback on how this update would enhance their personal Xero experience.
Amy Stronach
supported this idea
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103 votes
Thanks for sharing your feedback on introducing audit trail functionality to XPM. We appreciate you explaining how important visibility and accountability are for managing teams and tracking job performance.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Amy Stronach
supported this idea
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33 votes
Hi and thanks for sharing this idea!
It’s great to get such specific detail on how the visibility of group names impacts your workflow, especially when navigating between multiple screens in XPM.
I have moved this into our Gaining Support category.
This means other members of the community can now vote on your suggestion, which helps our product teams gauge interest and prioritise future UI refinements. We’ll keep a close eye on this one to see how much traction it gets. Thanks for helping us improve the XPM experience!
Kind regards
Amy Stronach
supported this idea
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74 votes
Thanks for sharing your feedback on the main entity indicator in XPM groups.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Amy Stronach
supported this idea
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This enhancement would significantly improve workflow efficiency for accounting practices managing complex client groups with multiple entities.
It would provide a consolidated view of all jobs within a client group, streamline job management, reduce repetitive searches and enable more efficient bulk updates.
Given that Client Groups are already maintained within XPM, extending this functionality to Job Manager would be a valuable and practical improvement to the platform.