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22 results found

  1. XPM - Updating Job States in bulk using CSV files

    Xero Practice Manager currently allows bulk job state changes only through the Job Manager interface or via API integrations. However, there is no native feature to bulk upload a CSV file to update job states for existing jobs. This limitation creates inefficiencies for practices managing large volumes of jobs, especially when correcting errors or applying workflow changes across hundreds of jobs.

    Proposed Solution:
    Introduce a Bulk CSV Upload for Job Updates feature in XPM that:

    Matches existing jobs using Job Number as a unique identifier.
    Allows updating specific fields such as:

    Job State
    Priority
    Assigned Staff

    Provides a preview screen…

    1 vote

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    0 comments  ·  Jobs  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing this idea with us. We appreciate you outlining how a bulk CSV upload feature for updating jobs could help practices manage large volumes of jobs more efficiently.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  2. Job Notifications - should show in Job Manager

    Job Notifications - new notifications do not open up until you open an existing job (so we do not know that they are even there until you open the job)..Suggest Job Notifications should open when entering Job Manager (i.e. One level up).

    1 vote

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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the suggestion, Barry. Good to be hearing this sort of feedback on how we could improve your use of Jobs in Xero Partner Hub.

    We'll get a sense of the interest from community in this here and I'll share if there are any changes for the notifications planned.

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