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← Share and support customer ideas for Xero

Settings and activity

14 results found

  1. Contacts: Statements - Allow to be sent to Contact Groups

    200 votes

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    submitted  ·  112 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Hester Mitchell commented  · 

    Xero: Sending Client statements to specific groups in bulk - to be able to change the filters when trying to email the statements in bulk.

  2. XPM- Recurring jobs

    2 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hester Mitchell shared this idea  · 

  3. XPM | Jobs - Ability to specify due date for recurring jobs

    4 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hester Mitchell supported this idea  · 

  4. XPM | Job Manager - Attach Documents and Notes to Recurring Jobs

    4 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hester Mitchell supported this idea  · 

  5. XPM - Prior period placeholder for recurring job templates

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hester Mitchell supported this idea  · 

  6. Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs

    38 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hester Mitchell supported this idea  · 

  7. Xero Practice Manager - Create recurring job from existing task

    41 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hester Mitchell supported this idea  · 

  8. Practice Manager - RECURRING invoices in XPM

    14 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hester Mitchell supported this idea  · 

  9. XPM Job filters - Add custom fields to Job Manager

    5 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hester Mitchell supported this idea  · 

  10. Practice Manager - Dashboard for client bank feed status

    92 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hester Mitchell supported this idea  · 

  11. Practice Manager - Relationship Type

    90 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hester Mitchell supported this idea  · 

  12. Practice Manager - Audit trail for client history

    250 votes

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

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Hester Mitchell supported this idea  · 

  13. XPM - Bulk Import of Recurring Jobs

    57 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hester Mitchell supported this idea  · 

  14. XPM - Reassign client in bulk

    77 votes

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    10 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Hester Mitchell supported this idea  ·