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  1. AU Tax - SMS Option for Sending BAS and Tax Returns for E-Signing

    9 votes

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    4 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

    Thank you for sharing your valuable idea and letting us know which changes matter most to you.

    We have successfully reviewed your submission! Your idea is now available for the community to support.

    The next step: Please share your idea with colleagues who would benefit from this change. Their votes and comments are essential for building momentum and demonstrating the impact this improvement could have on their experience with Xero.

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    Michelle Clarke commented  · 

    this is an essential update immediately required! we have found texting clients to remind to sign has a huge success rate - to have the ability to include a link to directly sign would save time, increase efficiency and provide a seamless experience for the client

    Michelle Clarke supported this idea  · 

  2. Clients - Ability to set an email for a specific purpose

    71 votes

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    13 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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!

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    Michelle Clarke commented  · 

    agreed, to have the signiture request email and a correspondence email clearly defined would be extremely helpful

    Michelle Clarke supported this idea  · 

  3. XPM - Add multiple email addresses for client

    403 votes

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    27 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

    As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

    One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

    We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…

    Michelle Clarke supported this idea  ·