Settings and activity
13 results found
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3 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Samantha Davenne
supported this idea
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19 votes
Hi Jo, thanks for sharing this great idea for improving practice efficiency. We understand how valuable a better audit trail and a more streamlined process would be for keeping client details up-to-date.
We've reviewed your suggestion to have client information updated in XPM, such as addresses or bank details, sync directly with the ATO Portal. This idea is now ready to gain support from other community members.
Along with votes, others can now comment to share how this direct integration would improve the workflow and data accuracy for their own practice. 🙂
Samantha Davenne
supported this idea
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16 votes
Hi Megan, thanks for your feedback on the new Partner Hub experience when entering client addresses. Your input is valuable to and appreciated. We have moved this idea to Gaining Support and the Product team will be looking over all the feedback from our customers/partners so they can get a better idea of the experience and functionality of the new platform. Thanks again for sharing this with us.
Samantha Davenne
supported this idea
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10 votes
Hi Megan, so we can get a sense of the interest in the two aspects of ideas you noted in this idea I've just split the second to this post so we can track these separately. If there are any plans made for either of these improvements we'll share on the respective idea. Thanks
Samantha Davenne
supported this idea
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17 votes
Hi team, we appreciate wanting to be able to see this information more readily available. While we continue to get a sense of the interest in this through the idea we'll let you know here if there are any changes planned.
Samantha Davenne
supported this idea
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125 votes
Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience.
While we can't make any commitments atm I will be certain to share any plans with you all here.
Samantha Davenne
supported this idea
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An error occurred while saving the comment -
26 votes
Hi everyone, thank you for your support on the idea here.
Right now, our product team are looking into the ability to search via TFN from the Client list.
They're in exploration atm, so I'll keep you updated on further progress here.
Samantha Davenne
supported this idea
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39 votes
Thanks for sharing your idea regarding manual reordering of tasks on a job.
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Samantha Davenne
supported this idea
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35 votes
Hi everyone, upon further deep diving into the discussion raised here we are going to re-open this idea. We appreciate how being able to see both active and archived Jobs within a Client is useful to some practices workflows. We will be sure to share if there are any plans made around this with you here. Thanks
Samantha Davenne
supported this idea
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184 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
An error occurred while saving the comment Samantha Davenne
commented
I'm disappointed to see this hasn't been implemented yet. This feature is so essential, and I can't imagine it being difficult to add as part of the relationship functionality.
Samantha Davenne
supported this idea
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26 votesSamantha Davenne
supported this idea
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An error occurred while saving the comment Samantha Davenne
commented
Yes please, this is so important. 😭
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7 votes
We're grateful for your engagement and letting us know the changes that matter to you.
This is something we're continuing to gauge community support for here and if there are any updates, we'll share news with you here.
Samantha Davenne
shared this idea
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4 votes
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
An error occurred while saving the comment Samantha Davenne
commented
This is a fantastic idea.
Samantha Davenne
supported this idea
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This is a critical feature that needs to be restored.
I don’t understand why it was removed—updating group member addresses one by one is extremely time-consuming. The update should have improved efficiency and functionality, but it’s done the opposite.