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← Share and support customer ideas for Xero

Settings and activity

7 results found

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

    82 votes

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    19 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!

    Andrea Sent supported this idea  · 

  2. AU Tax - Set a default for the tax agent field

    10 votes

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    0 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea on setting a default for the Agent field in Practice Manager, and letting us know the changes that matter most for you. We appreciate you explaining how this could streamline your workflow, especially when working with a single agent.

    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.

    Andrea Sent shared this idea  · 

  3. AU Payroll - Set Working Days for Part Time Employees

    457 votes

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    62 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    Accepted  ·  AdminDavid Reynolds (Admin, Xero) responded

    Thanks for your engagement with this idea to allow setting specific working days for part-time employees in AU Payroll. We understand wanting to handle these common working arrangements smoothly and accurately.

    We know this is a key area for improvement and we'd like to look into this deeper in the long term, however it’s not in our roadmap just yet.

    Right now you'll need to manually adjust leave requests.

    We'll be sure to provide another update as we move forward with our investigations.

    Andrea Sent supported this idea  · 

  4. XPM - Relationship option for 'Unitholders'

    20 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Andrea Sent supported this idea  · 

  5. Practice Manager - Invoice Templates by Client Type

    16 votes

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    0 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

    Thanks for sharing your idea about how you'd like to have different email templates for different types of client.


    Please share this page with any colleagues that this could benefit, so they can add their votes and comments about how they'd also like to see this, so they can support your idea too!

    Andrea Sent shared this idea  · 

  6. Contacts - Add more than 5 additional people

    48 votes

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    submitted  ·  24 comments  ·  Contacts & files » Contact  ·  Admin →
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    Andrea Sent supported this idea  · 

  7. Xero tax(AU) - Hide sensitive information when printing returns

    65 votes

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    submitted  ·  12 comments  ·  Practice tools  ·  Admin →
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    Andrea Sent supported this idea  ·