Settings and activity
18 results found
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3 votes
Hey Amy, thanks for sharing your feedback and for explaining how an alert or “on hold” option in Xero Practice Manager would help you manage work for clients who owe outstanding fees. We’ve reviewed this idea and are now moving it to the Gaining support status so other partners can vote and add their own use cases. Your comments and votes play an important role in helping our product team understand the impact of ideas like this and how they should be prioritised on our roadmap. We’ll be sure to update this thread if there’s any change to the status of this idea in future.
Meredith Sneddon
supported this idea
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19 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.
Meredith Sneddon
supported this idea
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33 votes
Thanks for taking the time to share your idea and what’s most important to you.
We’ve reviewed it, and it’s now open for the community to support. If this would help others in your team, feel free to share it so they can add their vote.
Community members can also comment to share how this idea could improve their experience with Xero.
Meredith Sneddon
supported this idea
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11 votes
Thanks for sharing your idea about phone number formatting in XPM. We understand that this change could improve number readability.
Your idea has been moved to Gaining support, which means the community can now vote and comment. If this is something you’d like to see, joining the conversation and adding your support helps bring it to the right people in product.
We’ll keep an eye on any updates and share progress here.
An error occurred while saving the comment Meredith Sneddon
supported this idea
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17 votes
Hi community, thanks for sharing your interest through this idea. We recently announced the Xero Partner Hub at Xerocon. It encompasses many improvements for our partners to be able to move more efficiently and serve clients. One of the changes that accommodates part of the idea here is that you'll be able to search the Client list by a clients organisation name, or legal/trading name as mentioned on this related idea.
We appreciate there may be some practices using custom fields for this data and we want to be open that custom fields will not be searchable from the Client list. We have another idea for searching custom fields that you can join and follow for updates. You can find out more about Xero Partner Hub from our website.
Meredith Sneddon
supported this idea
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15 votes
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.
Meredith Sneddon
supported this idea
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26 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.
Meredith Sneddon
supported this idea
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108 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!
Meredith Sneddon
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109 votesMeredith Sneddon
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54 votes
Hi everyone, we appreciate your feedback. Our product team are very much across the ideas in this forum with the new Workpapers solution being progressively released.
Right now, we're monitoring feedback and engagement with the new solution closely and have plans to continue enhancing this product.
I'll be sure to share any progress for Individual Tax returns in Workpapers with you here.
Meredith Sneddon
supported this idea
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101 votes
Thanks so much for taking the time to share this idea and for adding your feedback here 💙
We hear that you feel this would be an improvement, and while this is something the team has considered, it’s not currently in the pipeline and we’re unable to share plans to take this forward right now. We know that may be disappointing, especially given the support for this idea, and we really appreciate you continuing to tell us what would make the biggest difference for your practice. If anything changes, we’ll be sure to update you on this thread.
Meredith Sneddon
supported this idea
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110 votes
Hi team, thanks for sharing your feedback on permissions here. We really appreciate the strong interest in this area.
With the new client and staff experience, some of you may have already seen the updated Client permissions, which help address part of this need. We’ve also recently introduced a change that allows staff with view-only access to create and edit notes, which also reflects some of the feedback raised.
To be transparent, we don't have any plans in the near term to enable staff to edit contact groups or relationships without full edit access. As the team continues to develop the practice experience, they’ll keep monitoring feedback in this area, and if anything changes we’ll be sure to share an update here.
Meredith Sneddon
supported this idea
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122 votes
Thank you for the interest and feedback you have shared on this idea, everyone.
We'd like to provide some clarification of what is currently possible which may help some users here, and have slightly adjusted the title with the main request being around the ability to add registered office address as a field to a Clients record.
Within the new unified client experience you can add multiple addresses to a Contact of a Client. While there isn't a specific option for 'Registered office address' you can select 'Other address' or choose from one of the preset (Street, Postal, or Delivery) options.
At the client level, we appreciate individual Contact addresses may differ to the Client registered office address - Our product team are now working to add registered address as a field for 'Company' type business structures and I'll return to share news of it's release with you all here.
Meredith Sneddon
supported this idea
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162 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
Meredith Sneddon
supported this idea
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329 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
Meredith Sneddon
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29 votesMeredith Sneddon
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27 votesMeredith Sneddon
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198 votes
Hi team, as we continue shaping our product plans, we wanted to come back with an update here. While this is something we may revisit in the future, we want to be transparent that there are no plans to develop additional custom relationship types this year.
We’ll continue to keep an eye on the level of support for this idea, but we also wanted to be upfront with you now. If anything changes, we’ll be sure to share a further update.
An error occurred while saving the comment Meredith Sneddon
commented
Superannuation Funds need "Members" relationship. I'm surprised that this isn't an option already. Or make "Beneficiary" available as an option like it is for trusts.
Also to be able to add custom relationships could be good.
Meredith Sneddon
supported this idea
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This would be also good for landlines and fax numbers, it is already done for TFNs and ABNs.