Settings and activity
17 results found
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9 votes
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55 votes
Thanks for sharing this idea and explaining the value it could bring to your practice.
We appreciate you taking the time to help us understand the benefit of being able to choose which fields are mandatory on the client profile in Practice Manager, especially where practices need more consistency in the information collected for different client types and workflows.
We’re moving this idea to Gaining Support so we can continue to track interest and better understand how this would help practices in day-to-day use. If this capability would improve your workflow, please add your vote and share more detail about which fields you’d want to make mandatory and why.
Your feedback helps our team understand the problem and shape future improvements.
An error occurred while saving the comment 
Daniela Depetro
commented
agree and it would also be good to have things such as job category, job manager as mandatory fields
Daniela Depetro
supported this idea
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143 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.
An error occurred while saving the comment Daniela Depetro
commented
agree, this needs to be looked at immediately. We have had so much trouble with contacts being duplicated etc when we turn on the ‘Every time client or supplier details are updated’ that we have had to switch to 'never' and make the changes manually in Xero. Very frustrating. Xero should sync with XPM and HQ.
Daniela Depetro
supported this idea
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774 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
An error occurred while saving the comment Daniela Depetro
commented
Would like the ability to schedule the automation of reports and be emailed to staff. For example, schedule each Monday morning to have a WIP Aged Ledger report processed and emailed to staff.
Daniela Depetro
supported this idea
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3 votesDaniela Depetro
supported this idea
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Daniela Depetro
shared this idea
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47 votesDaniela Depetro
supported this idea
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197 votes
Hi team, as we continue shaping our product plans, we wanted to come back with an update here. While this is something we may revisit in the future, we want to be transparent that there are no plans to develop additional custom relationship types this year.
We’ll continue to keep an eye on the level of support for this idea, but we also wanted to be upfront with you now. If anything changes, we’ll be sure to share a further update.
Daniela Depetro
supported this idea
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45 votesDaniela Depetro
supported this idea
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77 votes
We understand that managing duplicate contacts can take extra time, and we appreciate everyone who has shared feedback on this. For now, the best workaround is to manually edit and consolidate the details of duplicate contacts before deleting them, as some of you have already pointed out. While this idea isn't currently planned for development, we’re continuing to capture and review feedback as we consider future improvements to Xero Practice Manager. We’ll share any updates here if that changes.
Daniela Depetro
supported this idea
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342 votes
Hi everyone, we'd like to share an update that this idea is back on the teams roadmap as they begin to look into this work again.
Atm, we can't set any timeframes but will stay close to share the latest news around this with you all on this idea. Thanks
Daniela Depetro
supported this idea
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7 votesDaniela Depetro
supported this idea
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282 votes
Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.
We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.
We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.
As many of you have noted, right now you'll need to manually untick the box for each journal entry.
If any change is planned for this we'll be sure to share with you all, here.
Daniela Depetro
supported this idea
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42 votesDaniela Depetro
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29 votesDaniela Depetro
supported this idea
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16 votesDaniela Depetro
supported this idea
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19 votes
Hi everyone, thanks for the feedback we have received about assigning Staff permissions from you all. While we are continuing to make improvements within the new staff and client experiences we will keep a close eye on the interest in being able to bulk manage staff permissions like's being requested here, however this is not something we have planned just atm. I will share an update if there's any progression.
An error occurred while saving the comment Daniela Depetro
commented
XPM Reporting - adding staff to reports - can we bulk add. Also can we somehow group staff into categories so we can easily add the group to reports for example a group called 'managers' etc
Daniela Depetro
supported this idea
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101 votes
Thanks so much for taking the time to share this idea and for adding your feedback here 💙
We hear that you feel this would be an improvement, and while this is something the team has considered, it’s not currently in the pipeline and we’re unable to share plans to take this forward right now. We know that may be disappointing, especially given the support for this idea, and we really appreciate you continuing to tell us what would make the biggest difference for your practice. If anything changes, we’ll be sure to update you on this thread.
Daniela Depetro
supported this idea
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Further to this - it would be good to add 'start of this year' and 'End of This Year' to the report builder criteria filters - see attached