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5 results found

  1. XPM - Bill multiple clients in a group from the client group

    24 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Simone Pavitt supported this idea  · 

  2. XPM - Add a new Client Information link

    4 votes

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    3 comments  ·  Users & setup » Login  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your involvement in Xero Product Ideas and letting us know the value of this idea for you. While it's not something we have direct work for atm, we'd like to get a good sense of the interest by continue to track through the community here. We'll update if there's any news. Thanks

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    Simone Pavitt commented  · 

    with all the compliance issues these days, this is such a great idea!

    Simone Pavitt shared this idea  · 

  3. Contacts | Payments - Direct debit file upload

    15 votes

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    5 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 you can set up direct debit payment services with GoCardless which enables more seamless payment collection from your customers. 

    Being rather security conscious we don't have any plans for enabling export of this sort of information from Xero any time in the near future and you may want to explore other options like the GoCardless  integration for now. 

    We'll keep an eye on the interest for this here. 

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    Simone Pavitt commented  · 

    yeh
    I am with you guys.
    i have a direct debit facility with my bank, as its more secure than a third party. we should be able to set up direct debits and download an aba file.

  4. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    135 votes

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

    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.

    Simone Pavitt supported this idea  · 

  5. Practice Manager | Client Reporting - 'Date Added' field

    26 votes

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    submitted  ·  10 comments  ·  Practice tools  ·  Admin →
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    Simone Pavitt commented  · 

    any update on this?

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    Simone Pavitt commented  · 

    As everyone else has said, its a feature we have had previously and are really missing in our reporting.
    Its a must

    Simone Pavitt supported this idea  ·