Settings and activity
12 results found
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24 votes
Kenya Warren
supported this idea
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308 votes
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
Kenya Warren
supported this idea
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9 votes
Thanks for sharing this idea about the onboarding for new clients.
It's now up to the community to get behind and support your idea. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero and Practice Manager.
Kenya Warren
supported this idea
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14 votes
Thanks for sharing this idea, I can understand how this might be useful.
Now it's up to the community to get behind your idea, and add their vote and comments to support it. You might like to share this idea with any colleagues that it could benefit, so they can join in too!
Kenya Warren
supported this idea
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75 votesKenya Warren
supported this idea
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10 votes
Hi there! We really appreciate you sharing your idea, and thank you for the attached screenshot – it's very helpful.
After reviewing your submission, we agree that this is an excellent suggestion that could benefit many businesses. To move it forward, we need to see strong support from the community.
Please feel free to encourage any colleagues who would benefit from this feature to add their votes! It's also incredibly impactful when others share how this would improve their own workflows, so more comments are always welcome.
Thanks again for taking the time to share this. We're excited to see the votes come in!
Kenya Warren
supported this idea
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16 votes
Thanks for sharing your idea about how you'd like to have different email templates for different types of client.
Please share this page with any colleagues that this could benefit, so they can add their votes and comments about how they'd also like to see this, so they can support your idea too!
Kenya Warren
supported this idea
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70 votes
We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
Kenya Warren
supported this idea
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83 votes
Hi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.
However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.
I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!
Kenya Warren
supported this idea
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5 votes
An error occurred while saving the comment Kenya Warren
supported this idea
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1,039 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Kenya Warren
supported this idea
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219 votes
An error occurred while saving the comment Kenya Warren
commented
This is critical even with smaller businesses. There is a large volume of small transactions, and it becomes a headache having to touch each transaction 2 to 3 times solely because we can assign a project upfront.
Kenya Warren
supported this idea
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Agree!