Settings and activity
59 results found
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100 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!
Charlton Bowery
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304 votes
Hi team, we're pleased to share that this work is now underway.
Our intention is to allow you to associate a contact per line in a manual journal.
We appreciate there is a lot of interest in progress for this feature and I'll be back to share as soon as we have more news to update you on, here.
Charlton Bowery
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63 votes
Appreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.
As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.
Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.
While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks
Charlton Bowery
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67 votesCharlton Bowery
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55 votesCharlton Bowery
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54 votes
Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread
- Ability to create a default email template for sending document packs
- A text box on single documents in a pack
We have another idea that's been started around the default email template across here and I invite all those interested to add their votes.
For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately.
Charlton Bowery
supported this idea
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56 votes
Hi team, we appreciate the interest from you all in this idea and sharing how this feature would be beneficial to your processes.
Being upfront the position of this idea has not changed since our update last year and we want to be honest that there are no plans to develop the ability to post receive money transactions in Xero from Hubdoc.
Charlton Bowery
supported this idea
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59 votes
Hi everyone, we thoroughly appreciate your engagements with us here, and helping us understand future improvements that could enhance your use of Xero for managing your practice.
As you'll have likely seen we are in the process of releasing new client and staff experiences to unify our practice tools under what will soon become Xero Partner Hub.
With the current work in progress we want to be open that bulk updates like what's being asked here aren't in the roadmap atm, however this will be something we consider as we keep revising our roadmaps. If there are any updates we will share on this idea.
Charlton Bowery
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59 votesCharlton Bowery
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63 votesCharlton Bowery
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64 votesCharlton Bowery
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65 votesCharlton Bowery
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85 votes
Thanks for sharing and engaging with product ideas here. We appreciate the desire to run more reports in Xero in a different currency.
To confirm what is currently available in Xero for multi currency reporting - Right now the aged reports will run in the organisation's base currency. However, for any invoice or bill that has been created in a foreign currency you'll see an icon next to that line in your report which provides notation of the exchange rate details, and these will all be listed at the bottom of the report.
With the Payable and Receivable summary and detail reports you can add an 'Original currency' column along with other foreign exchange details.
It's also possible to add a filter to these reports to only show invoices of a particular status for example Awaiting payment.
I know this doesn't accomplish all that's being asked in this idea and…
Charlton Bowery
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70 votesCharlton Bowery
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69 votesCharlton Bowery
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71 votesCharlton Bowery
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75 votesCharlton Bowery
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74 votes
Thanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.
Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.
Charlton Bowery
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74 votesCharlton Bowery
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79 votesCharlton Bowery
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