Settings and activity
26 results found
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5 votes
Hi, thanks for sharing this idea, about how a Search on these drop-downs would speed things up for you.
We've reviewed your idea and now you can share it with any colleagues that this could benefit, so they can add their votes and comments to support it.
Charlotte Hill
supported this idea
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3 votes
Hi Matthew, appreciate you sharing how the ability to export clients' information can supports your workflows, particularly when integrating with external systems like phone or CRM tools.
This idea has now moved to Gaining Support, which means it’s open for the community to vote and add comments. With the new layout, some of the fields available in the old reports, like multiple phone numbers — aren’t currently included in exports. Hearing how this affects your workflow, and what fields you’d find most useful, helps our product team understand the real-world impact and prioritise improvements.
We encourage anyone who would find this useful to add their votes and share how it could benefit their practice. Thanks for helping us make Xero even better.
An error occurred while saving the comment Charlotte Hill
supported this idea
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4 votes
Appreciate how constantly seeing these headers could be useful when dealing with large lists, Angela.
While not a direct solve of what you're asking here a tip to help you quickly navigate back up the page could be to use the 'Home' button on your keyboard.
We'll track the interest of this one here and I'll share if there are any updates planned.
Charlotte Hill
supported this idea
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4 votes
Hi everyone, thanks for your feedback on archiving contacts in XPM. We appreciate you explaining how this could improve your workflow when managing archived clients.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Charlotte Hill
supported this idea
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13 votes
Great to be getting all this detail on small changes that would make a big difference for you managing clients in your practice.
We'll continue to track the support this idea receives and I'll let you know if there are any updates planned.
Charlotte Hill
supported this idea
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10 votes
Thanks thanks for sharing this idea about improving contact visibility in the Client screen. We appreciate you taking the time to explain how streamlining access to contact details could help your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Charlotte Hill
supported this idea
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47 votesCharlotte Hill
supported this idea
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An error occurred while saving the comment Charlotte Hill
commented
Completely agree, don't see why relationship type is limited to clients - should be able to choose from contacts too.
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184 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
Charlotte Hill
supported this idea
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8 votesCharlotte Hill
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11 votesCharlotte Hill
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24 votesCharlotte Hill
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12 votesCharlotte Hill
supported this idea
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8 votes
Hi everyone, we’ve created this idea based on feedback we’ve heard from the community.
We know how important it is to be able to instantly search for a client when creating a job in Xero Practice Manager. Manually scrolling through a long drop-down list can be time-consuming, especially for practices with a large client base.
Adding a search function here would make the process faster and more efficient, helping you get straight to work.
This idea is now in the Gaining Support stage. Your votes and comments help us understand how valuable this feature is to the wider Xero community and support future development decisions.
Charlotte Hill
supported this idea
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314 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Charlotte Hill
supported this idea
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16 votes
Hi team, we appreciate wanting to be able to see this information more readily available. While we continue to get a sense of the interest in this through the idea we'll let you know here if there are any changes planned.
Charlotte Hill
supported this idea
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82 votes
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!
Charlotte Hill
supported this idea
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18 votesCharlotte Hill
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3 votesCharlotte Hill
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11 votesCharlotte Hill
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21 votes
Thanks for letting us know the changes that'd improve your experience managing your practice on Xero. We recently announced Xero Partner Hub at Xerocon, which will deliver many improvements that our customers have been asking for. This includes the ability to customise columns shown on your Client lists, so you can see the most valuable information to help you manage your clients.
Get to know about the Xero Partner Hub on our website, and I'll be back to share as this experiences rolls out to partners.
Charlotte Hill
supported this idea
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Also would be useful to be able to import into these fields, rather than having to update each client 1 by 1