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2 results found

  1. Client groups - Work in progress

    When using client groups and clicking the Work in Progress Button, there is nothing showing when there is WIP in the group.

    It appears the group name is not pushing through the WIP link to the filter properly.

    7 votes

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    3 comments  ·  Clients  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Ben, while WIP should be appearing for all the clients in the group our product teams have found an issue for some users where this isn't loading correctly.

    We have intentions to fix this however a couple of other items that they have attention on first, I'll share when work for this gets picked up. Thanks

  2. XPH | Clients - Audit trail for client history

    Client History
    It would be great to have a running record of client history in XPM, showing the date and person who, including but not limited to:
    - created the client
    - edited client details
    - archived client
    In a large firm over multiple offices, it would be easier to know who to contact if there are questions about details are entered into XPM, and keep XPM as a CRM up to date.

    337 votes

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    43 comments  ·  Clients  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

    As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

    History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

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