Xero Partner Hub

2 results found

1. XPH - Enter time/task when not assigned to a task

   Currently if you are not assigned to a task within the Job, you can not enter your time to a global job. You should always be able to select a task even if you are not directly assigned, as people periodically collaborate on a job and do not need to be fully on the Job.

   Enter Time on the dashboard

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   0 comments  ·  Jobs  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminDavina Roper (Admin, Xero) responded

   Thanks for raising this with us. You can assign time to a task you’re not personally assigned to in Xero Partner Hub / XPM as long as you can see the job (for example, you have All practice jobs access in your Jobs permissions, which lets you see all jobs in the practice), you have the Time sheets permission turned on so you can view the job’s timesheets and enter time, and you have at least View and edit access to the client so you can open the client record and job. If your practice prefers to limit this, an admin can remove All practice jobs access so you only work with jobs you’re actually assigned to. 😊

2. XPM - Tag linked with clients and jobs

   When adding notes under a client or job, they are labelled with different tags. Within the same client, the tags should be interlinked so that when one tag is clicked, all notes with the same tag are displayed.

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   0 comments  ·  Jobs  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminDavina Roper (Admin, Xero) responded

   Thanks so much for sharing your thoughts around tagging notes and being able to see everything with a particular tag.

   At the moment, there is already functionality in Xero that lets you tag notes and then filter to see all notes with a specific tag. To do this, you can:

   • Add the relevant tag to your notes when you create or edit them.
   • Use the filter option to select that tag.
   • Xero will then show you all notes that have been assigned with that tag.

   Because this behaviour is already supported, we wont be pursuing this Idea. That said, your feedback is still really helpful — it highlights that this existing functionality isn’t as obvious or discoverable as it could be, and we’ll keep that in mind as we look at improving the notes experience over time. 😊