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142 results found

  1. XPM - Ability to favourite a job

    Ability to make a Job a favourite to appear at the top of my job list. eg. Admin Job etc

    1 vote

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    0 comments  ·  Jobs  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    We appreciate you taking the time to suggest how favouriting jobs in XPM could help streamline your workflow, especially for frequently accessed items like Admin jobs.

    We've moved this idea to Gaining Support, which means our Community team has reviewed it and it's now open for the community to show their support through votes and comments. This helps us understand how many users could benefit from this type of functionality and informs future product decisions.

  2. XPM - Updating Job States in bulk using CSV files

    Xero Practice Manager currently allows bulk job state changes only through the Job Manager interface or via API integrations. However, there is no native feature to bulk upload a CSV file to update job states for existing jobs. This limitation creates inefficiencies for practices managing large volumes of jobs, especially when correcting errors or applying workflow changes across hundreds of jobs.

    Proposed Solution:
    Introduce a Bulk CSV Upload for Job Updates feature in XPM that:

    Matches existing jobs using Job Number as a unique identifier.
    Allows updating specific fields such as:

    Job State
    Priority
    Assigned Staff

    Provides a preview screen…

    1 vote

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    0 comments  ·  Jobs  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing this idea with us. We appreciate you outlining how a bulk CSV upload feature for updating jobs could help practices manage large volumes of jobs more efficiently.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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