Settings and activity
5 results found
-
156 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
-
567 votes
-
192 votes
Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented.
That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow.
For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.
-
267 votes
An error occurred while saving the comment -
41 votes
Sarah Vincent
shared this idea
·
Could you upload the statement to the Files section in Xero (along with a copy of the Rec report run for the same period if necessary)?