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  1. XPH - Bulk address change from Client group

    293 votes

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    101 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.

    I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.

    I'll share more news here as this gets closer to release.

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    Tracy Dean commented  · 

    I cannot agree more with Tanya McNamara's comment below!!!
    It astounds me that a feature that was so useful was taken away & the suggested workaround "bulk update process via import" would be very time consuming. The sooner this feature is reactivated, the better!!!

    Tracy Dean supported this idea  · 

  2. Project - Reference field

    84 votes

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    8 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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!

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    Tracy Dean commented  · 

    I think this should definitely be made available. It would save a great deal of time.

    Tracy Dean supported this idea  · 

  3. Chart of Accounts - Assign a Tracking category

    184 votes

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    32 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.

    We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors. 

    While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own). 

    We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…

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    Tracy Dean commented  · 

    Ability to add Tracking Category in Chart of Accounts

    Tracy Dean supported this idea  ·