Navigation - Add link from Xero business organisation to XPH
When in a client's xero file, it would be great to link back to XPM. We can go XPM to client file but not the other way...
Thanks for raising this. The main request is to add a direct XPH link within the client's Xero organisation, creating an easier way to move back to the practice. This could be particularly useful when switching between jobs, client details and accounting tasks throughout the day.
I’ve updated the status to Gaining Support so we can continue tracking community feedback. If this would improve your workflow, add your vote and share what you'd expect the link to open to.
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John Andrinopoulos
commented
It would be great if there was a link back to the Information page in XPH, where a job can be selected to add time or other Management tasks can be instigated.