Settings and activity
38 results found
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39 votes
Thanks for your feedback on our updates to Jobs within the practice experiences beta. Our team are following and considering all feedback we receive through this forum very closely and I'll be sure to let you know if there are any updates.
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Nicole Mobilia
supported this idea
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72 votes
Hi everyone, we appreciate and want to thank everyone for feedback on the responsiveness of the new Homepage. This has been shared back with our product teams as they continue to develop this experience.
At this stage, there are no plans to fix the number of columns when using the Homepage. However, our team will continue to monitor usage on this closely.
One recent change we’ve introduced is that the Homepage layout can be saved at each screen size.
For example, if you set up and save the Homepage layout for your laptop and then move to a larger monitor you’ll see this adapt. However, if you ‘edit’ the Homepage and save the layout separately from your monitor Xero will remember the layout for each screen size. You should only need to do this once for each screen you use.
We’re looking at enhancing the edit layout experience soon to…
Nicole Mobilia
supported this idea
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32 votes
Hi there,
I can see how having pinned notes visible on the main information page would be a huge help, especially for spotting critical warnings like credit holds without having to click through different tabs.
Currently, pinned notes are only visible when you are specifically viewing the Notes tab of a contact. As a workaround, many users add "!!!" or "HOLD" to the beginning of the Contact Name field so it is visible on every screen and summary page throughout Xero.
I’ve moved your suggestion into Gaining Support under the following title: Contacts - Suggestion for improvement: Display Pinned Notes on the contact information summary page
This will allow other members to vote on the request and help our product teams gauge the demand for this UI change.
Nicole Mobilia
supported this idea
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42 votes
Hi everyone, upon further deep diving into the discussion raised here we are going to re-open this idea. We appreciate how being able to see both active and archived Jobs within a Client is useful to some practices workflows. We will be sure to share if there are any plans made around this with you here. Thanks
Nicole Mobilia
supported this idea
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39 votes
Hi Mireille,
Thank you for the detailed feedback regarding the recent XPM updates.
I’ve moved this into Gaining Support. I can definitely see how the removal of those phone number columns has added extra steps to your workflow. While the recent design updates aimed for a cleaner look, "at a glance" information is vital for busy practices.
A quick tip for now: If you need to see phone numbers across your client list without clicking into each one, you can customise your main list view:
- Go to Clients > All Clients.
- Click the Columns button on the right.
- Tick Phone and Mobile. This will surface those numbers in your main list view so you don't have to drill into each record.
I’ve updated the title to "XPM - Suggestion to display contact phone numbers on the Client details screen" to help other practice users who are feeling…
Nicole Mobilia
supported this idea
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59 votes
Hi everyone, thanks for your feedback on this. We appreciate you sharing how the number indicators for Tax Returns and Notes helped streamline your workflow in XPM.
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.
Nicole Mobilia
supported this idea
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47 votes
Hi everyone, we understand interest and how bulk action in the new Tax Manager would improve efficiency when preparing tax for your clients.
Tax Manager is a new experience that is currently in beta in Xero Partner Hub. Bulk actions high on the list of what's coming soon as we build features into this experience.
We appreciate the importance of bulk actions to everyone here and will be sure to update you all as soon as this is rolled out.
An error occurred while saving the comment Nicole Mobilia
commented
the Tax Manager worked well, it was easy to use, easy to read. i dont need a different color tile for each client, i dont want to scroll up & down to find things. I want to be able to bulk lodge. i want information to be easy to find & view. i dont need lollypop colours on my screen
Nicole Mobilia
supported this idea
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31 votes
Appreciate hearing about the details that are useful for you to view from the Clients details, Carey. We'll let you know if there are any plans put around this here.
Nicole Mobilia
supported this idea
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100 votes
Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
Nicole Mobilia
supported this idea
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35 votes
Hi! Thanks for sharing your idea about how putting borders around the widgets would improve the look of the homepage for you.
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 votes and comments about how they'd like to see this too!
Nicole Mobilia
supported this idea
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6 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment Nicole Mobilia
commented
the homepage is difficult to navigate & view, there is too much white space, too much scrolling required & its difficult to distinguish between things as borders are very faint. It would be fabulous to be able to resize & move widgets as per their importance to you
Nicole Mobilia
supported this idea
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12 votes
Thanks for sharing what would make the new Xero partner Hub homepage more useful to you. For now we'll get a sense of the interest from other users in a widget like this. Our product team are monitoring these ideas closely and I'll share if there are any updates.
Nicole Mobilia
supported this idea
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12 votes
Thanks for feeding back here, Stacey. We have an existing idea around the Tax warnings that I've just added your vote to, and slightly amended your idea title to the graphs point so we can gain interest in this specifically here.
I'll let you know if there are any updates for this here.
Nicole Mobilia
supported this idea
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29 votes
Appreciate the feedback and hearing what information would be most useful for you on the new Xero Partner Hub homepage.
This is something our product team have eyes on for the longer term but there are a few other pieces of work lined up first.
For now we'll continue to track interest of this here and I'll share as soon as there are any updates.
Nicole Mobilia
supported this idea
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14 votes
Appreciate the feedback, Arnie. Our product team are staying close to the feedback we're receiving about updates in Jobs. It'd be good to see if there are others in the new experience that feel the same way.
I'll let you know if we have any further enhancements around the layout for you here.
Nicole Mobilia
supported this idea
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16 votes
Hi there, thanks for raising this!
I completely understand how the 6-report limit can feel restrictive when you have a wide range of reports you need to monitor regularly.
While you can view your full list of starred reports by heading to the main Reports screen, I can see the value in having more flexibility directly within the navigation dropdown.
I've moved this to 'Gaining Support' to see how many others would like to expand or customize this list.
Nicole Mobilia
supported this idea
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58 votes
Hi team, thank you for feeding back to us about the selection of reports on the navigation with us here.
For the time being we're continuing to track interest in having reports as a top level menu but this is not something we have direct plans of.
With regards to the favourite of reports in the new Xero Partner Hub. I recently provided an update on this idea - Our team have made an improvement so you can now Favourite reports from your My reports tab of the Practice reports builder and these'll appear within the Favourites section of the Practice drop down menu.
Similarly, if you previously favourited reports in the old experience these should now be showing from the Practice drop down.
Nicole Mobilia
supported this idea
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34 votes
Hi team, it’s been interesting to read through all the comments in this thread. We appreciate the ask and the detail you’ve shared around how these changes could make the client edit screen easier to work with when you’re moving quickly between clients.
This idea is now in Gaining Support, which me
This idea is now in Gaining Support, so it’s open for the wider community to add votes and comments. We’ll keep following the discussion as more perspectives are shared.
An error occurred while saving the comment Nicole Mobilia
commented
An upgrade should be an improvement, the new layout is not user friendly, there is too much white space, the icons and widgets are too big; it is difficult to navigate
Nicole Mobilia
supported this idea
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48 votes
Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
Nicole Mobilia
supported this idea
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22 votes
Good to understand the details that you find most useful when quickly reviewing jobs, William. Thanks for sharing with us here.
For now, we'll get an understanding of others that'd also like to see this through your idea, here.
Nicole Mobilia
supported this idea
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Agree, too much white space, too much scrolling & too difficult finding jobs.