← Share and support customer ideas for Xero

Settings and activity

106 results found

  1. Practice Manager - Staff permissions for PLS/ELS Management only

    13 votes
    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?
    Elisa Harris supported this idea  · 

  2. Practice Manager | Staff Permissions - Security Groups

    12 votes
    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?
    Elisa Harris supported this idea  · 

  3. Practice Manager - Update multiple Client Group Details at once

    23 votes
    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Elisa Harris commented  · 

    This is critical to us with the large number of client updates we do on a regular basis! Please create a more streamlined option for updating client details.

    Elisa Harris supported this idea  · 

  4. Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job

    15 votes
    6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?
    Elisa Harris supported this idea  · 

  5. Practice Manager - Bulk Completion of Jobs

    18 votes
    3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing with us here, team. We know bulk actions is important to helping you move quicker when using Xero. Our product team are working on bulk actions within Job Manager so you'll soon be able to bulk update multiple jobs at once, such as the job state, priority, start or due dates. I'll shift this across to working on it and round back to share when it's live.

    Elisa Harris supported this idea  · 

  6. XPM - Bulk Import of Recurring Jobs

    60 votes
    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    An error occurred while saving the comment
    Elisa Harris commented  · 

    Yes please, this would be such a help! It's extremely impractical if you have hundreds or thousands of recurring quarterly/annual jobs, and then decide the process needs to change, to have to go through each job one by one. I have had to do this in the past, and it took hours!

    Not having this ability basically renders the recurring job function that much less useful, so that there's not much time saved in using it, though it has potential.

    Elisa Harris supported this idea  · 

  7. Xero HQ | Permissions - Bulk change staff permissions

    25 votes
    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
    How important is this to you?
    Elisa Harris supported this idea  · 

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

    38 votes
    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?
    Elisa Harris supported this idea  · 

  9. Xero HQ - Ability to bulk remove users

    23 votes
    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
    How important is this to you?
    Elisa Harris supported this idea  · 

  10. Xero Practice Manager - Bulk unlock or lock of timesheets periods

    4 votes
    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?
    Elisa Harris supported this idea  · 

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

    31 votes
    4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Elisa Harris commented  · 

    This is critical to us with the large number of client updates we do on a regular basis! Please create a more streamlined option for updating client details.

    Elisa Harris supported this idea  · 

  12. XPM - Bulk email update of a client

    17 votes
    submitted  ·  1 comment  ·  For accountants & bookkeepers  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Elisa Harris commented  · 

    This is critical to us with the large number of client updates we do on a regular basis!

    Elisa Harris supported this idea  · 

  13. Practice Manager - Bulk update ITR due dates within tax return

    8 votes
    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?
    Elisa Harris supported this idea  · 

  14. AU Tax - Bulk Update Staff Access Feature in Xero Tax

    10 votes
    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?
    Elisa Harris supported this idea  · 

  15. Practice Manager - Bulk Job Name Update

    13 votes
    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?
    Elisa Harris supported this idea  · 

  16. XPM - Reassign client in bulk

    78 votes
    11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elisa Harris supported this idea  · 

  17. Xero HQ - Allow users to see all clients and request access as needed

    48 votes
    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
    How important is this to you?
    Elisa Harris supported this idea  · 

  18. Practice Manager - Audit trail for client history

    259 votes
    29 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Elisa Harris supported this idea  · 

  19. New Invoicing - Remember default settings

    395 votes
    27 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually. 

    For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
    Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
    Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…

    Elisa Harris supported this idea  · 

  20. New Invoicing - Reduce number of steps and clicks

    853 votes
    358 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.

    I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.

    While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.

    Elisa Harris supported this idea  · 
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