Settings and activity
16 results found
-
22 votes
Hi everyone, thanks for sharing your appetite in this idea. You may have seen some of the improvements coming with Xero Partner Hub soon as we unify the client and staff experiences across practice tools.
We want to be open that there are no changes planned for syncing contacts from Xero blue into Xero Partner Hub at this stage but we'll continue to keep a close eye on the interest here and share if any plans are made.
An error occurred while saving the comment An error occurred while saving the comment 
Sam Gray
commented
At the moment, an Individual client in XPM becomes a contact in Xero Blue.
Name from XPM is added to the Contact name in Xero Blue.
Email from XPM is added to the Contact in Xero Blue.
First name from XPM is not added to the First name field in Xero Blue.
So you go to send an invoice from Xero Blue and there is no first name 🤦🏽♂️Sam Gray
supported this idea
·
-
15 votes
An error occurred while saving the comment Sam Gray
commented
Idk Bao. Better to ask Xero Support: https://central.xero.com/s/my-cases
Sam Gray
supported this idea
·
An error occurred while saving the comment Sam Gray
commented
Hahahaha fmd! Xero removed a vital feature, knowing it was critical, and thus created a product idea 😂 you couldn't think up this level of humour!
-
8 votes
Hi Lee, just to make sure I've got this right - When you say you'd like to add the contact first and last name this would be for the person on the Contact record?
An error occurred while saving the comment Sam Gray
commented
@Lee. It's ridiculous that Xero made new invoicing, added an edit contact button, and didn't make it so you can edit the gotdamn name that the invoice will be emailed to 😭
An error occurred while saving the comment Sam Gray
commented
This is so ridiculous 😂😭
Sam Gray
supported this idea
·
-
119 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
Sam Gray
supported this idea
·
-
59 votes
An error occurred while saving the comment Sam Gray
commented
The default is so 🤮🤮🤮 too! 😅
Sam Gray
supported this idea
·
-
3 votes
Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
An error occurred while saving the comment Sam Gray
commented
@System, you don't need an apostrophe in Xero Product Idea's. It should be Xero Product Ideas.
Sam Gray
shared this idea
·
-
2 votes
Hi Sam, appreciate you sharing this idea — we understand where you're coming from.
Being able to quickly see your Xero subscription plan from within your organisation’s settings would definitely make things easier. Having to jump to a different section just to check your plan or see what features are included isn’t ideal, especially when you’re trying to make quick decisions.
At the moment, this info isn’t shown in the Organisation Settings, but you can view your plan by going to My Xero from the main menu and clicking on the Subscriptions tab. That’s where you’ll find your current plan and any add-ons.
This idea is now in the Gaining Support stage. If this change would make things simpler for you, feel free to vote or leave a comment — your feedback helps us understand what matters most and where we can improve.
Sam Gray
shared this idea
·
-
41 votesSam Gray
supported this idea
·
-
3 votes
An error occurred while saving the comment Sam Gray
commented
There is and always has been?
-
8 votes
Thanks for sharing your idea to automatically add the ABN to P5 when completing the ITR.
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.
Sam Gray
shared this idea
·
-
4 votes
Thanks for your idea, Sam. We'll get a sense of the interest in this from the community here.
If there are any updates planned that could improve your print options we'll be sure to let you know.
Sam Gray
shared this idea
·
-
5 votes
An error occurred while saving the comment Sam Gray
commented
I have an Individual Client (in XPM and XeroHQ). XeroHQ created a duplicate Client, but a Company, in both XeroHQ and XPM. I can't delete the duplicate that XeroHQ created. Absolutely ridiculous...
Sam Gray
supported this idea
·
-
134 votes
Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
An error occurred while saving the comment Sam Gray
commented
The admin response here is very confusing. What a strange jumble of dot points.
The article linked says you can choose the option: "Every time client details are updated – Each time you update the details for a client in Practice Manager, the changes are sent to Xero automatically. Select this option if you want both systems to be in sync at all times."
I have that option selected. When I create a Client in XPM, it creates a Contact in Xero Blue. But it does not add the email address to the Xero Blue Contact. Why does the help article and admin response here, suggest it does?An error occurred while saving the comment Sam Gray
commented
Xero Tax should sync the client email address (from Xero Tax/XPM) to the Practice's Blue Xero Organisation.
So simple.
Why does it not?Sam Gray
supported this idea
·
-
43 votes
An error occurred while saving the comment Sam Gray
commented
Wild that the email that is sent to clients with documents for signing is lost forever... wild.
Sam Gray
supported this idea
·
-
25 votes
An error occurred while saving the comment Sam Gray
commented
It's wild that Xero and Stripe can't just surcharge exactly what it would cost to process. The maths isn't even hard at all.
Read this as well if you haven't already: https://central.xero.com/s/question/0D58V00008uqRguSAE/gst-on-stripe-fees
And my comment:
This is wild. Interesting to finally have the context around Xero Inc and how they dodge GST.This causes a plethora of issues, that Xero will say is not their problem, including:
- businesses incorrectly claiming GST on the fees. You only know you're not being charged GST because of a tiny fineprint under the Payment Services section. Then Xero gives you the option to automate my fees, and all you have to do is select an account (so you select Merchant Fees - which it is). Now Xero automatically creates the transactions for the fees, incorrectly, using GST on Expenses. Lol. Xero will say "it's up to the business and their accountant to determine the GST treatment". Yeah, but Xero says would you like us to automatically create the fee transactions for you? Yeah, cool, we'll do that but won't take any responsibility that it's correct, nor let you know how we decide on the tax rate we use ;) hehe
- businesses losing money when surcharging their customers or being non-compliant with ACCC. If I want to surcharge and my original invoice had GST on Income, my surcharge should be GST on income. Now my surcharge is $10.00 and the Xero/Stripe fee was $10.00. I pay my $1.81 GST to the ATO and I don't get a $1.81 GST credit, so I lose out. Alternatively, I make my surcharge $11.00 and now I'm break even, but the surcharge is more than the cost to the business, so I am not compliant with ACCCSam Gray
supported this idea
·
-
4 votesSam Gray
supported this idea
·
@Kelly "We made a new Xero Partner Hub you didn't want or ask for (after promising 8 years ago that XeroHQ would be this) rather than fixing a simple integration that we built between two platforms we own and manage"
Make it make sense...