7 results found
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XPH - Search auto default cursor to search field
We used to be able to hit '/' and the search would come up, then you could type immediatley. Now you hit Search magnifying glass, then you start typing only to realise you now have to click into the search bar... Also, I'm getting a bunch of new tabs, I only want new tabs when I hold down command and click.
11 votesWe appreciate the feedback and support in this idea. Our team have released an update for the Search in the navigation so now when you click on the magnifying glass icon, or enter '/' the cursor will default to the Search field so you can go straight into typing your search 😊 Thanks!
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Clients - Search by phone #
We've lost the ability to search by mobile phone no and ABN, even with the column/s displayed.
10 votesHi team, back to confirm properly that this feature has now been released and you can search by phone number, business number, email, client name and legal name all from the Clients list 😊 Thanks again for your interest in this, here.
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Practice Manager | Invoices - Ability to sort and filter Archived
Archived invoices can't be sorted/filtered. The rows aren't sortable.
They also run oldest to newest. They should run newest to oldest. Otherwise, you have to sort through mountains of invoices for the most recent.
9 votesHi team, you may have noticed but we recently released a change to Invoices so you can now sort your archived invoices.
We have also updated the default sort of invoices so they now run newest to oldest. 😊 We're grateful for your feedback on this here.
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XPH | Navigation bar - Favourites for reports access
The favourite star button reports doesnt seem to do anything. I have created a report for WIP that I run when billing and have starred it as one of my favourites. The starred report is not in the Practice drop down list and every time I have to click on Practice Report Builder and then scroll all the way down to the WIP Ledger section to click on my report.
Any starred reports should be on the drop down list in Practice or better still there should be a seperate section in the black ribbon called Reports and they should…3 votesHi team, we were able to turn this feature around quickly and you'll favouriting of reports from your My reports page of the Practice report builder is now available.
If you had favourited reports from the old experience these will automatically show in the Practice drop down of the new navigation.
Thanks again for your feedback with us here!
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Jobs - Right click to open return in new browser tab
Previously in the Job screen you could right click on a tax return type and open in a new tab to add the tax returns for the job while you still have the job open, could you please put this functionality back in?
3 votesThanks again for feeding back on changes that'll help you work in the new practice experience 🙂
I'm pleased to share that our team have quickly taken action to implement this change and you'll now find that you can right click to open a tax return in a new browser tab like you could before.
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Clients - Show Invoiced amounts including GST
The invoiced amounts in the client detail screen don't include GST and they should.
3 votesThanks for your feedback and being part of our beta for practice experiences. We appreciate this wasn't working as it should and have released an update so invoices will now show GST inclusive. 🙂
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Jobs - Hold description format once saved
Job Description - the layout I have, to make the jd easy to read, collapses into unformatted text once saved.
E.g.
Scope:
- A
- BOutcome
This and thatThis merges to become:
Scope -A - B Outcome This and that.
It makes it very difficult to read. Please keep the layout as I have it when I create the job description.
1 voteHi Glennis, happy to let you know our team have just made an update that should now mean your formatting is held when you save the description of a job.
Thanks again, for connecting with us about this, here 😊
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