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← Share and support customer ideas for Xero

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5 results found

  1. Customer statements - Ability to auto email Statements to customers

    1,155 votes

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    329 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

    We'd like to invite you into this process to provide further input to our product teams discovery.

    If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

    I'll be back to share more again as this progresses.

    Pam Fraser supported this idea  · 

  2. Xero Practice Manager - Bulk unlock or lock of timesheets periods

    6 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Pam Fraser shared this idea  · 

  3. Practice Manager | Client Report - Include primary contact

    95 votes

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    submitted  ·  19 comments  ·  Practice tools  ·  Admin →
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    Pam Fraser supported this idea  · 

  4. Practice tools | New Client - Option to add Staff

    41 votes

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    7 comments  ·  Practice tools » Clients  ·  Admin →
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    Pam Fraser supported this idea  · 

  5. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    110 votes

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    17 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for sharing your feedback on permissions here. We really appreciate the strong interest in this area.

    With the new client and staff experience, some of you may have already seen the updated Client permissions, which help address part of this need. We’ve also recently introduced a change that allows staff with view-only access to create and edit notes, which also reflects some of the feedback raised.

    To be transparent, we don't have any plans in the near term to enable staff to edit contact groups or relationships without full edit access. As the team continues to develop the practice experience, they’ll keep monitoring feedback in this area, and if anything changes we’ll be sure to share an update here.

    Pam Fraser supported this idea  ·