Files Uploaded to be displayed on XPM Insights
Provide visibility on the Practice / XPM Insights dashboard for files directly uploaded to Xero by clients, similar to how Hubdoc displays pending documents.
Problem:
Currently, team members must manually open each individual Xero client file to check whether a client has uploaded documents. This creates unnecessary admin friction and inefficiency across a multi-client portfolio.
Proposed Solution:
Introduce a centralized indicator or summary feed on the main dashboard that highlights recent file uploads across all connected Xero clients, eliminating the need to check each client profile individually.
Stephanus Hendrik Jansen van Rensburg
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