7 results found
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Sending emails/documents directly to XPM notes
Emailing and sending documents directly to XPM notes, not just jobs.
I think this could be valuable if subfolders could also be created.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Notes can be added after archiving client
It would be helpful if notes could be added after a client is archived in XPM. Sometimes the offboarding process can be ongoing. Currently this just shows an error.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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PartnerHub - Include Superannuation status for clients to quick review if they are meeting superannuation requirements
With Payday super enforce it would be excellent to be able to review the super status of each client organisation on the partnerhub like tax and activity statements widgets. As a bookkeeper we need to be able to keep an eye that our clients are approving their super on payday - with significant clients it means you need to go in and out of clients to see if its been approved or not.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Practice tools - Bulk bank feed refresh
It would be useful to refresh all client bank feeds from the HQ client list rather than go into clients individually
8 votes -
Practice Tools | Clients - Bulk email update of a client
Currently we can update a clients physical/postal address and then update all those relevant in the group using the pop up 'Update relevant client addresses'. It would be so helpful and save time to be able to do this for the EMAIL address of a client.
22 votes -
Practice tools | New Client - Option to add Staff
We work in small teams and it would be great if we could get a "Staff" drop down added for the client set up. So we could know the partner on the account, the lead accountant/manager and the staff member that works on the file so we know who to approach for various issues :)
41 votes -
Practice | Payroll - Top level Reports across all clients
It would be great if we could have access to reports that included all our clients with Payroll into one. E.g. I would like to be able to create a single report that captured all the employees from all account subscriptions we manage so I can see what their hourly rates are so I know who needs an increase when the minimum changes. Currently I need to create that report individually whereas the likes of Paysauce have that top level reporting to include all our subscriptions in one.
6 votes
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