Settings and activity

3 results found

1. Email Settings - Set which users to receive Bank account change notification

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   140 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for all your support here. We recognise the importance of notifying the right people when bank account details change, and how this would help businesses strengthen their checks and reduce fraud risk.

   While this work isn’t directly on the roadmap just yet, this idea is on our radar, and we’re looking to explore it further to ensure we’re covering the ground needed for a smooth customer experience.

   We appreciate everyone who's shared feedback and examples, as they help us better understand the impact this'd have in practice.

   Michael Flynn supported this idea  ·  09 May, 2025

2. Client Insights - P&L Data & Selection options

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   2 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Middleton (Admin, Xero) responded

   Hi all, I am pleased to announce that you can now run insights as at the end of last calendar month. To find out more on this, please see the updated About client insights in practice tools support article. Thanks again, for sharing this feedback with us, here!

   Michael Flynn shared this idea  ·  21 October, 2024

3. Hubdoc - Conjunction with Xero Projects

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   submitted  ·  93 comments  ·  Contacts & documents » Hubdoc  ·  delete…  ·  Admin →
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   Michael Flynn supported this idea  ·  25 January, 2024