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4 results found

  1. Practice Manager - Link multiple Xero organisations to one XPM profile

    44 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Felicity Castensen supported this idea  · 

  2. Practice tools | Clients - Create a registered office field on client details for companies

    120 votes

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

    Thank you for the interest and feedback you have shared on this idea, everyone.

    We'd like to provide some clarification of what is currently possible which may help some users here, and have slightly adjusted the title with the main request being around the ability to add registered office address as a field to a Clients record.

    Within the new unified client experience you can add multiple addresses to a Contact of a Client. While there isn't a specific option for 'Registered office address' you can select 'Other address' or choose from one of the preset (Street, Postal, or Delivery) options.

    At the client level, we appreciate individual Contact addresses may differ to the Client registered office address - Our product team are now working to add registered address as a field for 'Company' type business structures and I'll return to share news of it's release with you all here.

    Felicity Castensen supported this idea  · 

  3. Practice Manager - Audit trail for client history

    317 votes

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    35 comments  ·  Practice tools  ·  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

    Felicity Castensen supported this idea  · 

  4. Notification | Xero Tax (AU) - Email when a return goes to Error tab

    119 votes

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    17 comments  ·  Practice tools  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your valuable feedback and engagement with this idea. We're aware of the importance of real-time error notifications for an efficient workflow.

    While we can' make any commitments at this stage this is something our product teams have lined up for exploration a little later this year and we'll be sure to keep you looped in on any progress here.

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    Felicity Castensen commented  · 

    This is very important. Especially when lodging returns close to deadline.

    Felicity Castensen supported this idea  ·