Settings and activity
59 results found
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4 votes
Jean Sutherland
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An error occurred while saving the comment -
41 votesJean Sutherland
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28 votes
An error occurred while saving the comment Jean Sutherland
commented
We are changing the name of the groups to "ZZ - J Smith Ltd". This pushes the inactive groups to the bottom and while it doesn't help the grouping situation in XPM but does keep the group together in our external document management software.
An error occurred while saving the comment Jean Sutherland
commented
This would be very helpful within XPM. Also we have switched our document management software and because we have been deleting groups for archived clients we cannot search for archived documents at a group level.
Jean Sutherland
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47 votesJean Sutherland
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4 votes
Appreciate the feedback on the little things that would improve your experience when working with Fixed Assets. I've shared this back with our product team. We don't have any immediate plans but we'll track the interest and share if there's any change planned.
Jean Sutherland
shared this idea
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95 votes
Hey everyone! Thank you all for supporting this idea.
We agree that having the ability to set a default due date would bring efficiency and consistency to your workflow.
I'm thrilled to announce that we’ve started active work on this feature.
While we can't share a specific release date, please know that our product team is dedicated to building a solution that addresses the pain points you've raised.
We appreciate all of your valuable contributions to improving Xero. We'll post another update here as soon as we have more news to share. 😊
Jean Sutherland
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6 votesJean Sutherland
shared this idea
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317 votes
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
Jean Sutherland
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3 votesJean Sutherland
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347 votes
Hi everyone, thanks so much for sharing your comments and support for this idea. We really get why you'd like a central report, so you can check each customer's payment history just to see who's paying late.
Currently as mentioned in the discussion here, you can see a customer's average days to pay on their individual contact record, but we know this isn't the same as having a single report for all your customers.
While we can see there's a lot of interest in this, it's not on our current roadmap for development. Community members will still be able to vote - So we'll continue to keep a close eye here and will let you know if anything changes.
Jean Sutherland
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47 votesJean Sutherland
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86 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Jean Sutherland
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63 votes
Appreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.
As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.
Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.
While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks
An error occurred while saving the comment Jean Sutherland
commented
Have just found that this has gone. It was so useful to see what apps our clients are using. Please reinstate.
Jean Sutherland
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27 votes
Hi team, we appreciate the engagement through this idea about managing staff access.
To provide an update on how this currently works with the new unified staff and client experiences - When removing a staff member from your practice, the following organisation access is also removed:
- Linked to active clients
- Linked to archived clients
- Owned by the practice
We're also looking into further enhancements to this flow to make the removal of org access optional. I'll share another update to confirm once this is implemented. Thanks
Jean Sutherland
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21 votesJean Sutherland
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29 votesJean Sutherland
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4 votesJean Sutherland
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54 votesJean Sutherland
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5 votesJean Sutherland
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2 votesJean Sutherland
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We have many clients with similar names and it is impossible to see which client the recurring job relates to without opening the recurring job.