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← Share and support customer ideas for Xero

Settings and activity

4 results found

  1. Clients - Ability to set an email for a specific purpose

    35 votes

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    3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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!

    Evelyn Curtis supported this idea  · 

  2. XPM - Set date to run Aged Debtor Report

    7 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Gaining Support  ·  AdminSahima Bibi (Admin, Xero) responded

    Thanks for sharing your feedback with us!

    We appreciate you taking the time to let us know what changes matter to you.

    Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.

    Evelyn Curtis supported this idea  · 

  3. Practice Manager - Add new WIP to an existing invoice

    22 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Evelyn Curtis shared this idea  · 

  4. Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)

    152 votes

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    submitted  ·  56 comments  ·  For small businesses » Business features  ·  Admin →
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    Evelyn Curtis supported this idea  ·