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2 results found

  1. Group WIP shown in client group

    In the Old XPM we were able to go Clients > Groups and see the WIP for the members of that group.

    Sees to be omitted in the new Xero Partner Hub.

    Looks like this page is clunky as it is not showing jobs, quotes or invoices for any of our client groups.

    2 votes

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    1 comment  ·  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 🙂

  2. More Options in Relationship area for AML compliance

    With AML/CTF we need more options in the relationship area so that the "Know your client" data is more accurate.

    Shareholder - can we have class and number of shares held
    Beneficiary - can we have primary/designated and secondary as options

    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 🙂

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