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4 results found

  1. Job Templates & General settings

    Hello everyone, it is a challenge in the new XPM to find general settings and job templates, which were previously under Practice.

    2 votes

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    4 comments  ·  Jobs  ·  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. XPH - Allow late-entered time to be retrospectively linked to an existing invoice (without rebilling or write-offs)

    Allow late-entered time to be retrospectively linked to an existing invoice (without rebilling or write-offs)

    2 votes

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    0 comments  ·  Jobs  ·  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 🙂

  3. XPM - Don't open a new tab when clicking on Jobs

    When I am in a client file and go into the jobs to update one of my tasks, its very frustrating that it opens the job in a new tab! I end up with too many unnecessary tabs open just to navigate from one screen to another!

    2 votes

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    0 comments  ·  Jobs  ·  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 🙂

  4. Archived Returns to show in their attached job

    Please return the facility that was in XPM whereby an archived TR or AS still showed in the to which it is attached. It makes it incredibly difficult now to get an overall view of the completed AS during the year. Having archived TR or AS disappearing from the job is incredibly inconvenient.

    1 vote

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    0 comments  ·  Jobs  ·  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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