Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

  1. XPM - Partner, Account Manager and Job Manager merge fields

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Rhianan Henderson commented  · 

    Yes!! And custom invoice templates. I don't understand why you can access Job manager, but not Job partner (or Account Manager)?

    Rhianan Henderson supported this idea  · 

  2. XPM - Staff user role templates

    16 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Rhianan Henderson supported this idea  · 
    An error occurred while saving the comment
    Rhianan Henderson commented  · 

    XPM permissions for larger practices are time consuming to maintain and difficult to keep consistent. I have to open every staff member one by one if I wish to grant or remove access to something. Would be fantastic to have teams (i.e. Graduates, Seniors, Managers, Admin) and group staff together in their level. I.e. Managers can update client financial information, but Graduates can't. Admin can unlock a completed tax return, but seniors cannot. When a new user starts, I want to be able to select "Manager" and have the permissions set for that user group.

  3. Practice Manager - Audit trail for client history

    296 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    32 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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

    Rhianan Henderson supported this idea  ·