Skip to content
← Share and support customer ideas for Xero

Settings and activity

4 results found

  1. Practice tools - Filters for Client Partner and Client Manager

    28 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    12 comments  ·  Practice tools » Clients  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your feedback and support on this idea.

    As you'll have noticed we've released our new unified client and staff experience that combines the experiences across Xero Practice Manager and Xero HQ.

    You'll find more filter and column options for the Client list.

    Though Client Partner and Client Manager aren't filters that can be added at present our product team are aware of the interest for this and will consider this enhancement as they continue to plan their roadmap. We will share any updates with you here.

    SRJ Admin shared this idea  · 

  2. Permissions - Ability to remove users from cancelled or expired trial Xero subscriptions

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  12 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    SRJ Admin shared this idea  · 

  3. Xero HQ - Warning when archiving client with active Xero organisation subscription

    24 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    SRJ Admin supported this idea  · 

  4. My Xero - Permanently remove cancelled org from list

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  1 comment  ·  Users & setup » Navigation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    SRJ Admin supported this idea  ·