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4 results found

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

    43 votes

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

  2. XPM - Create a registered office field on client details for companies

    119 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Felicity Castensen supported this idea  · 

  3. Practice Manager - Audit trail for client history

    314 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

    118 votes

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    15 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  ·