Settings and activity
54 results found
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2 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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
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8 votes
Hey team, just wanted to give you a quick update on this idea that's been in "Under review" for a bit.
While we did explore this further, we unfortunately had to put it on hold for now. We totally get how improving these connections would help you here.
It is still on our radar, and as soon as we can dedicate more focus to it, I'll share any news and progress with you.
Sam Gray
supported this idea
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An error occurred while saving the comment -
26 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 Sam Gray
commented
@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...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
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16 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
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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!
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63 votes
An error occurred while saving the comment Sam Gray
commented
The default is so 🤮🤮🤮 too! 😅
Sam Gray
supported this idea
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7 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
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44 votesSam Gray
supported this idea
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3 votes
An error occurred while saving the comment Sam Gray
commented
There is and always has been?
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11 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
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10 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
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7 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
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140 votes
Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.
You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.
This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.
We'll continue to keep a close eye on the support here, and share if there's any progress.
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
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45 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
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4 votesSam Gray
supported this idea
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This is an absolute joke.