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2 results found

  1. XPM - Client WIP view

    When reviewing WIP for a client you can't see the title of each job without clicking in to it. Could we please make the job column wider so we can see what the job is without opening it.

    14 votes

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    0 comments  ·  Xero Practice Manager  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing with us here in Product Ideas, everyone.

    We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.

    We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.

  2. Practice Manager | Jobs Manager - Ability to add or delete columns

    Practice Manager - Edit Jobs Manager screen to add or delete columns that are relevant to a practice The ability to add notes would be very helpful.

    4 votes

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    1 comment  ·  Xero Practice Manager  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    HI Sally, jumping back on your idea here our team are working on providing more flexibility to the info you view from Job Manager.

    Right now, we're developing columns for Staff, Manager and Partners. Around the same time we expect to deliver these additions, we'll also enable you to hide detail you'd prefer not to view. So, you can decide and only see the information relevant for you when viewing Jobs.

    We'll return to share more when this is available🙂

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