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5 results found

  1. XPH - Bulk address change from Client group

    130 votes

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    37 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Leanne Hancock supported this idea  · 

  2. Xero tax: Display the financial year when lodging a CURNN

    12 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Leanne Hancock shared this idea  · 

  3. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    139 votes

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

    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.

    Leanne Hancock supported this idea  · 

  4. Practice Manager: Job Costs - Ability to move to another job

    48 votes

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    submitted  ·  15 comments  ·  Practice tools  ·  Admin →
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    Leanne Hancock supported this idea  · 

  5. Practice Manager - Relationship Type

    184 votes

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

    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.

    Leanne Hancock supported this idea  ·