6 results found
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XPH | Navigation - Reports on the main bar
Reports is now buried under Practice, can we please have it back on the main blue bar. We use it a lot and now there is more clicks. It would be amazing if we could edit the bar ourselves - what we find important might be different for someone else. Like settings, can we have a settings cog on the blue bar - maybe near the profile?
61 votesHi everyone, we appreciate your feedback through the beta of Xero Partner Hub, and sharing on this idea.
Continuing to keep a close pulse on feedback and montioring usage our product team made a recent change to add Reports back to the main navigation bar of Xero Partner Hub! 😊
You should now see this available from Practice Manager, where you can quickly navigate to Practice reports, or the Report builder. Thanks
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Reporting - Increase or customise the number of reports in the Favourites dropdown
The Favourite Reports tab currently displays only 6 favourites. Ideally, it would allow more than 6 favourites. If increasing the limit isn’t possible, it would be helpful to choose which 6 favourites appear in the dropdown.
Additionally, if the dropdown cannot show all favourites, it would be useful to have an alternative list or view that displays all starred favourites.
18 votesHeya team, we're grateful to receive your feedback through the forums here.
Understanding the needs of our differing practices our product team have looked into common use around practice reports. I'm pleased to share that we've now implemented a change to extend the number of reports that can be favourited and show from the drop down menu to 20 reports, which should accommodate this need for majority of practices. Thanks again for your contributions!
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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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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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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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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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