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← Share and support customer ideas for Xero

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17 results found

  1. Client Verification via BGLiD links through to XPM

    4 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Alyce Franklin shared this idea  · 

  2. XPM - Bulk delete jobs

    17 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alyce Franklin supported this idea  · 

  3. Practice Manager - Delete multiple jobs

    23 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alyce Franklin supported this idea  · 

  4. XPM - Report audit trail

    38 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alyce Franklin supported this idea  · 

  5. Invoice Reminders - Auto email Statements to customers

    622 votes

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    140 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

    Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

    Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

    Alyce Franklin supported this idea  · 

  6. Job Manager - Set the Primary Contact as the default contact

    8 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alyce Franklin supported this idea  · 

  7. Practice Manager - Display Name for clients

    32 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alyce Franklin supported this idea  · 

  8. XPM - Create a registered office field on contact details for companies

    116 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alyce Franklin supported this idea  · 

  9. Practice Manager - Audit trail for client history

    293 votes

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    31 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Alyce Franklin supported this idea  · 

  10. Practice Manager - Ability to merge contacts (not clients)

    66 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alyce Franklin supported this idea  · 

  11. XPM - Merge clients

    25 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alyce Franklin supported this idea  · 

  12. Practice Manager | Clients - Date of death field for client details

    254 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.

    As soon as there's more progress we'll share an update on this, with you all here.

    Alyce Franklin supported this idea  · 

  13. AU Tax - New client's information are automatically filled for tax return

    102 votes

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    submitted  ·  20 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Alyce Franklin supported this idea  · 

  14. Workpapers - Ability to add more users

    69 votes

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    3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Alyce Franklin supported this idea  · 

  15. Workpapers - Integrate with the Xero trial balance

    88 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Alyce Franklin supported this idea  · 

  16. Workpapers - Ability to use Custom Excel Templates

    160 votes

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    3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Alyce Franklin supported this idea  · 

  17. Xero tax - Separate 'Client To Sign' & 'Tax Agent to Sign' lists

    102 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Alyce Franklin supported this idea  ·