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2 results found

  1. Books health - Ability to add own due dates for each client

    It'd be good to be able to set a due date that reflects the work required for each client.
    As different clients have different deadlines, allow adding and update of a client-specific due date directly in Books Health

    1 vote

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    0 comments  ·  Books health  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi practice users! With the release of new Books health in Xero Partner Hub we understand this may be a feature some would like to see Books health enhanced for.

    For now, we're just getting a feel of the appetite for this so if it's something you'd find helpful, add your vote and any extra details of why this would be handy for your practice.

  2. Books health - Ability to send multiple chases for the same client

    It'd be useful to send separate chases for different groups of transactions, with different recipients or due dates.
    Allow multiple active chases for the same client while keeping each chase’s transactions and status separate.

    1 vote

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    0 comments  ·  Books health  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, with the release of the new Books health experience in Xero Partner Hub, we're interested to know how Books health could evolve to better support your practice workflows.

    We're currently gathering feedback to understand how useful this capability would be for practices. If this'd help your practice, please vote for the idea and share more about how you would use it or the challenges it would help solve.

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