3 results found
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provide a report showing who reconciled transactions to make it easy to review "helpful" clients reconciliations
A report identifying transactions reconciled per user to assist with those "helpful" clients who love to reconcile ( when they shouldn't be )
1 voteHi Sara, just to check are you saying you'd like a widget in the practice side to view who last reconciled a client organisation?
Totally get needing to check in on who may have performed a reconciliation - Atm, within a clients org you'll be able to run the History & notes. Once run, you can do a quick search for 'Reconciled' which will show all recent reconciliations from users.
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Restore detailed business structure visibility
Prior to the new XPM update, viewing a group provided a detailed breakdown of each client's business structure. The new layout simplifies this into broad categories (individual, company, trust, partnership, other), meaning you now have to click into each client to see the specific details. For example, 'other' represents a range of options such as departing client, on hold due to non-payment, or a non-client entity. This makes it harder to understand a client's status at a glance. Reintroducing the full business structure breakdown would significantly improve efficiency by allowing users to quickly interpret each client's status without needing additional…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Collapsible fields when editing client information
It would be great to bring back the collapsible custom fields in XPM when editing client details. This previously made it much easier to jump between headings. With the new tabbed layout, all custom fields now appear in one long list with no distinction between headings, which means a lot more scrolling to find the fields we need to update.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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