4 results found
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Books health - Show clients' bank names and balances in one view
A client has just received a chunky amount of money for a project and this money is going to sit in their account for quite a while - we know some banks offer better interest rates so would be good to see all this in one page.
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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Jobs - Hide unallocated tasks and show actual hours on the Staff schedule
In the new Xero Hub > Jobs > Staff Schedule, need selections so that:
a) Sort so either the Unallocated Job Tasks do not show, or show at the bottom. At present if a staff member wants to view their schedule, they have to scroll through all the unallocated jobs first
b) As well as showing the hours budgeted, can the actual hours also be shown on the Staff Schedule. Currently can only see the hours incurred by going into the job itself.
While have the blue until over budget then goes red bar with the percentage of time taken…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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Books health - Show Unreconciled items
Within Books Health, show a clear list of unreconciled transactions and other bookkeeping issues that need attention. From each issue, give the adviser the option to create a request for the client to deal with it directly, for example completing outstanding bank reconciliation, uploading a missing purchase invoice or receipt, explaining an unidentified transaction, or providing supporting documentation.
The client would receive a notification showing exactly what needs attention, ideally with a link taking them directly to the relevant area in Xero. The request could then show a simple status such as Requested, Awaiting client or Completed.
This would turn…
4 votesHi 👋 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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Xero Partner Hub - Widgets on home screen. Selection not holding
Maybe when I remove widgets off my home screen - they can stay off? every time I go back to my home screen they all reappear again?! Very annoying
1 voteHi Kellie, is this occurring for all widgets or just when deselecting the Bank Reconciliation widget?
If multiple I'd recommend raising a case with our team of specialists so we can get a closer look in and investigate.
We're aware of behaviour for the newer Bank Rec widget atm, and this is something the team will be addressing - You can see my post about this recently here.
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