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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

    1,118 votes

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    301 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

    93 votes

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    submitted  ·  18 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

    101 votes

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

    Hi team, we appreciate all the feedback and support this idea has received and understand the desire for wanting to be able to enable staff access to add notes without full edit access to a client.

    This isn't in the roadmap at this time, but is a feature our product teams will continue to consider as we keep developing client management. I'll be sure to share if there are any updates surrounding this, here. Thanks

    Pam Fraser supported this idea  ·