Settings and activity
8 results found
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204 votes
Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience.
While we can't make any commitments atm I will be certain to share any plans with you all here.
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Debra Hancock
supported this idea
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58 votes
Hi everyone, we thoroughly appreciate your engagements with us here, and helping us understand future improvements that could enhance your use of Xero for managing your practice.
As you'll have likely seen we are in the process of releasing new client and staff experiences to unify our practice tools under what will soon become Xero Partner Hub.
With the current work in progress we want to be open that bulk updates like what's being asked here aren't in the roadmap atm, however this will be something we consider as we keep revising our roadmaps. If there are any updates we will share on this idea.
An error occurred while saving the comment Debra Hancock
commented
totall agree with this post and the comments attached. You had mentioned the export/import data as an option. This terrifies me. The potential for this to not go well, to lose data, confuse clients with a sort of an excel spreadsheet. It's to big, there is too much information to deal with. Given the Groups and Relationship links, it limits the amount of information we are updating and reduces risk to the greater database.
Debra Hancock
supported this idea
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139 votes
Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.
You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.
This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.
We'll continue to keep a close eye on the support here, and share if there's any progress.
Debra Hancock
supported this idea
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26 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
Debra Hancock
supported this idea
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26 votesDebra Hancock
supported this idea
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73 votes
Thanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.
Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.
Debra Hancock
supported this idea
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184 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
An error occurred while saving the comment Debra Hancock
commented
The option of unitholder would be great along with Sibling and Executor. It would also be good to have an option of De facto as another option to Spouse.
Debra Hancock
supported this idea
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48 votes
An error occurred while saving the comment Debra Hancock
commented
Agree completely with this process being added. Would be great to have the same process as moving timesheets.
Debra Hancock
supported this idea
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My admin team are loving all the comments from our fellow accounting administration family.
We are constantly being thrown curve balls to try and keep up with technology. When an update removes an essential and effective process, increasing workload, the roll on effects are huge.
We would really appreciate further response from Xero admin. As the change was intentional, please explain the thought process that this would increase efficiency. Was this process a sacrifice or as Louise Mathers noted, a distraction?
It's been a month and many comments later, we're just getting more frustrated every time we have to change an address. This change is a big one. Do we need to have all our staff members to mark this as Critical in order to get action? If so, we ride at dawn.