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6 results found

  1. Invoices/Bills - Don't update contact address for existing invoices

    83 votes

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    submitted  ·  14 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Laura Bond commented  · 

    This is so important to keep a trail of where the invoice was sent. We still have a number of clients who are not accepting digital copies of their records. The alternative of keeping an outgoing mail log with address details is such a waste of time.

    Laura Bond supported this idea  · 

  2. Reporting - Customisable Contents & Cover pages in New Reports

    86 votes

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

    Hi everyone, right now the only way to edit a cover page in Xero is when you're publishing the report template. 

    Then you can change the Title, Date and Prepared by options. To further change the cover page, you can export the report template to a PDF file and customise it using a PDF editor. This would also be an option for editing the page numbers


    We made some changes in Report styles for our new reports in 2021, though this is only for practice users - They now have the option to choose from four font sizes, and can add a text watermark to exported draft and published reports. 


    We don't have plans to develop this functionality further in Xero atm, but we'll keep you updated if our plans change.

    Laura Bond supported this idea  · 

  3. 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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    Laura Bond commented  · 

    Xero - Is there any update on this enhancement?

    Laura Bond supported this idea  · 

  4. Practice Manager - Highlight/banner for notes

    154 votes

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    14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Laura Bond supported this idea  · 

  5. 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

    Laura Bond supported this idea  · 

  6. XPM - Add multiple email addresses for client

    389 votes

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

    Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

    As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

    One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

    We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…

    Laura Bond supported this idea  ·