Xero Partner Hub

4 results found

1. Practice Tools - Restore clickable third-party URLs (Ignition) in Job/Client fields

   Prior to the update, using a third party application for propsals/job setups, would imbed a URL link to the job, so you could confirm tasks and prices that were proposed. You could select the link, and it would take you to the document, but now, you need copy and paste the link in the browser? What happened to this feature? Specifically, this has happened for the Practice Ignition platform.

   5 votes

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   2 comments  ·  Jobs  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we appreciate your feedback and understand the efficiency in a direct hyperlink to the document.

   I'm pleased to confirm that our team made a change and you should find that the link is now clickable and will open the document.

   Thanks!

2. XPH | Navigation bar - Favourites for reports access

   The favourite star button reports doesnt seem to do anything. I have created a report for WIP that I run when billing and have starred it as one of my favourites. The starred report is not in the Practice drop down list and every time I have to click on Practice Report Builder and then scroll all the way down to the WIP Ledger section to click on my report.
   Any starred reports should be on the drop down list in Practice or better still there should be a seperate section in the black ribbon called Reports and they should be there.

   The favourite star button reports doesnt seem to do anything. I have created a report for WIP that I run when billing and have starred it as one of my favourites. The starred report is not in the Practice drop down list and every time I have to click on Practice Report Builder and then scroll all the way down to the WIP Ledger section to click on my report.
   Any starred reports should be on the drop down list in Practice or better still there should be a seperate section in the black ribbon called Reports and they should… more

   3 votes

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   0 comments  ·  Jobs  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we were able to turn this feature around quickly and you'll favouriting of reports from your My reports page of the Practice report builder is now available.

   If you had favourited reports from the old experience these will automatically show in the Practice drop down of the new navigation.

   Thanks again for your feedback with us here!

3. Jobs - Right click to open return in new browser tab

   Previously in the Job screen you could right click on a tax return type and open in a new tab to add the tax returns for the job while you still have the job open, could you please put this functionality back in?

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   0 comments  ·  Jobs  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks again for feeding back on changes that'll help you work in the new practice experience 🙂

   I'm pleased to share that our team have quickly taken action to implement this change and you'll now find that you can right click to open a tax return in a new browser tab like you could before.

4. Jobs - Hold description format once saved

   Job Description - the layout I have, to make the jd easy to read, collapses into unformatted text once saved.

   E.g.

   Scope:
   - A
   - B

   Outcome
   This and that

   This merges to become:

   Scope -A - B Outcome This and that.

   It makes it very difficult to read. Please keep the layout as I have it when I create the job description.

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   1 comment  ·  Jobs  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Glennis, happy to let you know our team have just made an update that should now mean your formatting is held when you save the description of a job.

   Thanks again, for connecting with us about this, here 😊