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← Share and support customer ideas for Xero

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7 results found

  1. XPM - Bulk Import of Recurring Jobs

    81 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Kat Abrahams supported this idea  · 

  2. XPH | Clients - Sync note for related entities within a Client Group

    1 vote

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    0 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Kat, thanks for the suggestion. Keeping the same note updated across multiple clients in a group can quickly become repetitive, especially when the information applies across the whole structure.

    A shared or group-level note that carries through to linked entities would help keep key details consistent without needing to duplicate updates in each record.

    At the moment, notes are added and maintained at the individual client level.

    I’ve moved this to Gaining Support so we can track interest and share it with our product teams.

    Kat Abrahams shared this idea  · 

  3. XPH - Automatically link and sync Individual Clients with the Contact list

    8 votes

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    0 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hey Louis, thanks for bringing this up! Having client info in both the Partner Hub and your practice contacts gives you flexibility, but it would be even smoother if updates could flow automatically between them.

    Right now, exporting your client list from the Hub and importing it into your practice contacts is a simple way to refresh records in bulk. It’s a handy way to keep everything up to date.

    We’ve moved this idea to Gaining Support so the product team can see how helpful a more connected, unified experience would be for Partners.

    Kat Abrahams supported this idea  · 

  4. XPH - Add a direct shortcut to enabled practice from the homepage

    4 votes

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    0 comments  ·  Xero Partner Hub » Partner Hub Navigation  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Kat, thank you for the suggestion! A shortcut to your enabled practice organisation could cut down on repetitive clicks and speed up everyday tasks. We understand that partners often need quick access, so a single-click option makes sense.

    For now, the closest workaround is the Organisation Switcher’s “Recent” list or a browser bookmark for your practice dashboard. These give faster access while the homepage doesn’t yet have a dedicated button.

    We’ve moved this idea to ‘Gaining Support’ so our product team can track interest in a direct shortcut from the homepage.

    Kat Abrahams shared this idea  · 

  5. Practice Manager - Use Collaboration Manager to automatically add Notes to clients

    2 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Kat Abrahams commented  · 

    Exactly what we need as a firm! It would make it so much easier to remember to save those important facts against the client.

    Kat Abrahams supported this idea  · 

  6. AU Tax - Ability to change day time contact

    13 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Kat Abrahams supported this idea  · 

  7. AU Tax - Ability to include client phone number

    40 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Kat Abrahams supported this idea  ·