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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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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

    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

    25 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

    40 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

    629 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

    9 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

    297 votes

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

    Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

    As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

    History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

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

    With the soon to come Xero Partner Hub we'll be bringing all your practice tools under one umbrella and improving your experience in managing and working with clients in your practice. With the combined experiences of Xero HQ and Practice Manager this'll include the ability to merge two clients into one, like you're after here 🙂

    Thank you for sharing your feedback with us. Find more information about Xero Partner Hub on our website, and we'll be back to update you all as this goes live to practices in the coming months.

    Alyce Franklin supported this idea  · 

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

    257 votes

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

    Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!

    With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.

    This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website

    Alyce Franklin supported this idea  · 

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

    103 votes

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    submitted  ·  21 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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    In development  ·  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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    In development  ·  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  ·