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31 results found

  1. XPM - Be able to look up client based on their client code

    51 votes

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    submitted  ·  16 comments  ·  Practice tools  ·  Admin →
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    Carey Batchelor supported this idea  · 

  2. Xero Tax | Search - By Client ID Code

    37 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Carey Batchelor supported this idea  · 

  3. Practice Manager | Add Non-Clients for use in a Relationship

    51 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Carey Batchelor supported this idea  · 

  4. Permissions | Contacts - Private or limited access to certain contacts

    141 votes

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    submitted  ·  44 comments  ·  Users & setup » User permissions  ·  Admin →
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    Carey Batchelor supported this idea  · 

  5. XPM - Disburse Xero subscriptions to clients

    29 votes

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    9 comments  ·  Practice tools  ·  Admin →
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    Carey Batchelor commented  · 

    actually good article on how to treat these disbursements as recurring invoices - no need to have a job to attach to - https://support.linkacademy.com/hc/en-us/articles/360001254895-How-to-Manage-Xero-Subscriptions-Invoiced-Separately-from-Accounting-Fees-in-XPM

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    Carey Batchelor commented  · 

    how do other firms handle this?

    Carey Batchelor supported this idea  · 

  6. Job Manager - Ability to add custom fields

    37 votes

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    submitted  ·  10 comments  ·  Practice tools » Practice management  ·  Admin →
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    Carey Batchelor supported this idea  · 

  7. 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.

    Carey Batchelor supported this idea  · 

  8. Practice Manager - Stop costs/disbursements being added to a Closed Job

    25 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Carey Batchelor supported this idea  · 

  9. XPM | Job Manager - Add notes column with option to add note

    101 votes

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

    Thanks so much for taking the time to share this idea and for adding your feedback here 💙

    We hear that you feel this would be an improvement, and while this is something the team has considered, it’s not currently in the pipeline and we’re unable to share plans to take this forward right now. We know that may be disappointing, especially given the support for this idea, and we really appreciate you continuing to tell us what would make the biggest difference for your practice. If anything changes, we’ll be sure to update you on this thread.

    Carey Batchelor supported this idea  · 
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    Carey Batchelor commented  · 

    we use notes in the job for this and yes would be good to be able to view the notes from the job manager view.

  10. XPH | Clients - Audit trail for client history

    337 votes

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

    Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

    As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

    History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

    Carey Batchelor supported this idea  · 

  11. XPM | Clients - Other name should be middle name

    28 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Carey Batchelor shared this idea  · 
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