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3 results found

  1. XPH - Bulk address change from Client group

    In the old XPM we could bulk update client addresses for a client group, this functionality appears to have dropped off the new version, can we have it back please?

    219 votes

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    71 comments  ·  Clients  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience.

    While we can't make any commitments atm I will be certain to share any plans with you all here.

  2. Tax Manager - View NOA Status

    Where has the function gone from the filed tab showing when a clients Notice of Assessment has been received back from the ATO.

    6 votes

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    1 comment  ·  Tax Manager  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the additional support this idea is getting. Please know this has been shared back with our product team who are taking a closer look into this.

    While we can't commit to development atm, I'll shift the idea to In discovery and we'll let you know of any further updates around this, here. Thanks

  3. XPH | Homepage - Widget for favourite Clients and direct link to Xero File for quick acess.

    So when on home Practice Hub Per User- A Widget you can link your favourite Clients in a Widget for easy quick access to their Xero Files.
    Similar to Favorites Clients on ATO Home Screen.

    10 votes

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    0 comments  ·  Partner Hub Navigation  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for raising your feedback with us here! Our product team are closing close attention, and I'm pleased to share that this is a widget that they are exploring for the Partner Hub homepage 😊

    For now, we'll shift to in discovery and I'll give you another update as it moves along.

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