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4 results found

  1. XPM | Job Manager - Budget % based on Dollars $ not time

    23 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Meredith Sneddon supported this idea  · 

  2. Practice Manager | Client - Date of Birth

    160 votes

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    14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all your inputs and support in this idea so far. 

    💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business. 


    If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here. 

    Meredith Sneddon supported this idea  · 

  3. Practice Manager | Clients - Date of death field for client details

    257 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!

    With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.

    This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website

    Meredith Sneddon supported this idea  · 

  4. Practice Manager - Relationship Type

    173 votes

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    submitted  ·  44 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    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  ·