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4 results found

  1. XPH | Homepage - Include Job Status in list

    The Jobs List on the Old Home Page is a useful tool as it shows the status of Jobs allocated to you with out having to navigate away. This is important when more than one member of staff is allocated to a job. Allows you to know when to review or if a job has been sent for approval without navigating away from the home page.

    27 votes

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    4 comments  ·  Partner Hub Homepage  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we wanted to round back on this idea to confirm that State is a column within the Jobs widget on the Xero Partner Hub homepage.

    However, we have also recently made an update to allow filtering by state from this widget.

    I appreciate there are a couple of other ideas that have arisen in feedback here and encourage you to start a new idea for anything additional that would help you get more use of Xero Partner Hub. Thanks

  2. XPH | Home Page - A Widget showing last 5 or 10 visited clients. This will help navigate better

    XPH | Home Page - A Widget showing last 5 or 10 recently visited clients. This will help navigate better on recently.

    20 votes

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    1 comment  ·  Partner Hub Homepage  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we've released the new 'Organisations' widget. By default this will show you a list of last logged in orgs for the user, or you can adjust it to show the orgs that have been favourited/starred in MyXero.

    Just to note - only orgs connected to client records will display in this widget. Thanks for all your feedback on this through Product Ideas!

  3. XPH - Add costs option on homepage

    There used to be an 'Enter Costs' button on the homepage of XPM. How do we now easily add costs? We use this function all the time.

    5 votes

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    1 comment  ·  Partner Hub Homepage  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the appetite in the idea here, everyone. Just like Susan mentioned - The link to costs is available in the Quick actions widget, so you can position this where it suits you on the homepage. 😊

  4. Xero HQ - Add 'Last Viewed' column to Client list

    In Xero HQ to add "Last Viewed" column option which is currently showing on My Xero screen. This is a column option in My Xero that I use everyday when checking which clients to review. Unfortunately it has never been available as a column option in Xero HQ. If made available I would no longer use the My Xero option in Xero.

    3 votes

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    0 comments  ·  Partner Hub Homepage  ·  Admin →
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