5 results found
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Partner Hub - Job Summary Filters
Would it be possible to have more filter options available in the Job Summary widget?
2 votesWe have now moved this Idea to Feedback as we weren't able to review this Idea without further information. Please note, your post will be removed in 30 days, however if you'd like to react and respond to my update with more information we can review.
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Switch back to the old homepage format.
Switch back to the old homepage format. The new format is cluttered, ******* the eyes, and contains too much extraneous data.
1 voteHi Bevin, appreciate some customers preferred elements of the older dashboard experience however we want to be upfront that we don't accept ideas for the removal of new features and we cannot continue to maintain 2 experiences at once.
It is possible to Edit homepage to customise your view and change the widgets and arrangements of these on your Homepage to best suit your needs. We're also continuing to develop on this new experience so if there is a particular change within the new homepage that you feel would add benefit for you please do start a new idea for this so we can continue to consider and keep you updated on any plans through the forums here.
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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 voteHi Sally, thanks so much for taking the time to share this feedback.
We’re aware of this behaviour and have raised it internally with our product team, who are currently investigating it. At this stage, this is being tracked as an issue rather than a new product idea, but we really appreciate you flagging it with us.
If you'd like us to keep you updated, you can raise a case in Xero Central so we can contact you with any progress on this issue. You can do that here: Get help from Xero support.
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The new Practice Manager under Xero Partner Hub needs to be more streamlined and have a one click access as it used to. Why the change?
needs to be more streamlined and have one-click access
1 voteThanks for sharing your feedback, Kerry. We appreciate you taking the time to let us know about your experience with the new Practice Manager in Xero Partner Hub.
We've updated the status of this post to Feedback as the request is quite broad. If you can share more detail about which pages, features, or workflows you'd like to access more quickly, it will help us better understand the change you're suggesting. If there are multiple improvements you'd like to see, creating separate ideas for each one will also help the community vote on them individually and give our product team clearer feedback to review.
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Import task from Asana to XPH
We have been working in Asana for a long time, so I would like to move XPH, so it will be very useful importa asana taskt to xph jobs
1 voteHi Ronald, thanks for your feedback. We understand that you're looking to import tasks from Asana into Xero Partner Hub.
As this request involves a dedicated integration with an external platform, it would be best supported through integration partners and available apps. We recommend exploring the Xero App Store or sharing this idea on Xero Developers Idea for solutions that can help connect these workflows.
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