66 results found
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View Jobs assigned to me as manager, staff or partner not working
When I toggle to view jobs assigned to me as manager, staff or partner it shows zero jobs and does for all our staff. I assume this is to be fixed?
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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Add new job button on home page
There should be a button on the home page that allows you to create a new job.
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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Last viewed option availabe in Xero HQ
In Xero HQ to add "Last Viewed" column option which is currently showing on My Xero screen. This is a column option in My Xero that I use everyday when checking which clients to review. Unfortunately it has never been available as a column option in Xero HQ. If made available I would no longer use the My Xero option in Xero.
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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Xero Partner Hub - Expand notes entry space
For boxes that we are typing into, we need to expand the box, so we can see the full view, not a scrolling box that cuts information off. In the normal XPM, you can grasp the corner and expand it out. Please bring this back.
1 voteHi Glennis, after looking into this further, it sounds like this relates to the Notes field within a client’s record.
At the moment, the field expands as you type, but after several lines it stops expanding and instead introduces a scroll bar. This means reviewing and updating notes involves additional scrolling, particularly when working with a lengthy note.
This idea has now been updated to Gaining Support, and we’d encourage others in the community to share their thoughts, use cases, or vote if this would be valuable for them too. Thanks again for starting the conversation, your input helps shape future improvements.
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Job Notifications - should show in Job Manager
Job Notifications - new notifications do not open up until you open an existing job (so we do not know that they are even there until you open the job)..Suggest Job Notifications should open when entering Job Manager (i.e. One level up).
1 voteThanks for the suggestion, Barry. Good to be hearing this sort of feedback on how we could improve your use of Jobs in Xero Partner Hub.
We'll get a sense of the interest from community in this here and I'll share if there are any changes for the notifications planned.
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Recent Organisations - ability to view recent orgs and search has gone in XPM
The beta has "Recent Organisations" in the dropdown under the practice name, but nothing is coming up and there is no ability to search.
Please can we have this reinstated - I don't want to have to go to the clients screen or Xero HQ to get to a client's Xero file every time I open up XPM
1 voteThanks for letting us know this feedback here, Nickie. I've made sure to share this back with our product team and will let you know as soon as I hear any updates. Thanks again 🙂
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