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← Share and support customer ideas for Xero

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4 results found

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

    99 votes

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    20 comments  ·  Practice tools  ·  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

    9 votes

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    2 comments  ·  Practice tools  ·  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

    24 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Evelyn Curtis shared this idea  · 

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

    171 votes

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    61 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.

    To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.

    In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.

    We know this isn’t ideal, but it’s the most reliable option for now.

    We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.

    Evelyn Curtis supported this idea  ·