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4 results found

  1. Partner Hub - Job Summary Filters

    Would it be possible to have more filter options available in the Job Summary widget?

    2 votes

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    0 comments  ·  Partner Hub Homepage  ·  Admin →
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    Idea review  ·  AdminDavina Roper (Admin, Xero) responded

    Hi Katrina, thanks for raising this idea with us. However we need more detail so we can properly assess the Idea and move it to the appropriate status.

    Can you please specify the actual filters you would like to see, then the Product team have something to attain too when they plan any improvements.🙂

  2. Add a counter to the Documents tab

    Please add a counter to the Documents tab in the Client window, same as the counter for Jobs, Quotes, Invoices and Notes. A counter appears only when you have opened the Documents tab.

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 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 🙂

  3. Groups Page Tabs

    When viewing a client's Group Page, if you navigate to another tab eg. "Invoices" for that group you can't navigate back to the "Members" tab. It shows a blue line underneath, along with the tab you're viewing, as if that page is still open (screenshot attached).

    1 vote

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    0 comments  ·  Clients  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 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 🙂

  4. As most Work we do is Job driven need more links or integration via the job number to Xero Ask Questionnaires and the new Xero Workpapers.

    As most Work we do is Job driven we need more links or integration via the job number to Xero Ask Questionnaires and the new Xero Workpapers

    1 vote

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    0 comments  ·  Jobs  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 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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