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4 results found

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

    39 votes

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    15 comments  ·  Practice tools » Clients  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for letting us know the importance Partner and Manager visibility is for managing client access and your practices day-to-day work.

    Our teams are currently developing Partner and Manager filters for the Client list, as well as making them available as optional columns, so you'll soon be able to quickly find clients and see responsibility at a glance.

    I'll keep you updated on it's delivery here ✨

    SRJ Admin shared this idea  · 

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

    21 votes

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    18 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest from users in this idea and while this isn't something we have immediate plans for at this stage we are continuing to watch interest in this closely and will share if there are any updates. Thanks

    SRJ Admin shared this idea  · 

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

    25 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    SRJ Admin supported this idea  · 

  4. My Xero - Permanently remove cancelled org from list

    6 votes

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    submitted  ·  2 comments  ·  Users & setup » Navigation  ·  Admin →
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    SRJ Admin supported this idea  ·