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← Share and support customer ideas for Xero

Settings and activity

6 results found

  1. Practice Manager - 'Sticky Note' on client home page

    33 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Marnia Kremer supported this idea  · 

  2. Business name seach in XPM

    6 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Marnia Kremer supported this idea  · 

  3. XPM - Create a registered office field on contact details for companies

    112 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Marnia Kremer supported this idea  · 

  4. Practice Manager - Audit trail for client history

    265 votes

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    29 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Marnia Kremer supported this idea  · 

  5. Practice Manager - Add Relationship type

    80 votes

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    26 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.

    Marnia Kremer supported this idea  · 

  6. XPM - Update client details via API

    15 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Marnia Kremer commented  · 

    This would be a huge benefit to our practice

    Marnia Kremer supported this idea  ·