Settings and activity
12 results found
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41 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…
Diane O'Donnell
supported this idea
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97 votes
We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
An error occurred while saving the comment Diane O'Donnell
supported this idea
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601 votes
Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.
Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:
- More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
- More customisation of information within a widget like being able to remove visuals
- Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page
We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.
Diane O'Donnell
supported this idea
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36 votes
Thanks for continuing to support this idea, and letting us know the changes that matter most for you.
We've reviewed the idea and found another similar idea that we have merged with this, 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.
Diane O'Donnell
supported this idea
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3 votes
Thanks for sharing your idea with us!
I’ve had a look through your suggestion, and I can definitely see how a "hours remaining" tracker would be a huge help for those of us balancing flexible schedules.
I’ve assessed your post against our community criteria and have moved it to Gaining Support. This means other members can now vote on it and share their own feedback, which helps our product teams understand the demand for this feature.
To make it easier for others to find and support your idea, I’ve updated the title slightly to: Dashboard - Weekly hours remaining widget
In the meantime, while we don't have a live tracker on the main dashboard, you might find the Xero Me mobile app or the Projects tab useful for keeping a closer eye on your logged time during the week.
We’ll keep an eye on how much interest this gains…
Diane O'Donnell
supported this idea
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21 votes
Appreciate you letting us know how filters on the Jobs widget in the new XPH homepage would be useful.
We're keen to get a better idea of the number of users that'd also find this helpful. Feel free to share the link to this idea with other colleagues that'd find this useful too!
We'll share if there are any updates for you here.
Diane O'Donnell
supported this idea
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25 votes
Hi everyone, thanks for your feedback on archived returns in jobs. We appreciate you sharing how important it is to keep archived returns visible within their original jobs for practice management.
This idea has now moved to Gaining support, which means our community team have reviewed it and it's open for community support through votes and comments. We encourage others who would find this helpful to add their votes and share how this could benefit their workflow.
Diane O'Donnell
supported this idea
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27 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.
An error occurred while saving the comment Diane O'Donnell
commented
It would be handy to be able to customise the filter the jobs in this widget. I would love to remove the "finalised "jobs from my list as they are no longer my responsibility. They will now stay on the list until they are billed out which I can do nothing about.
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48 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.
Diane O'Donnell
supported this idea
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366 votes
Hi everyone, though there isn't any progress to share on this idea we do want to provide and update for you all and thank you for engaging with us about this here.
We understand the desire and needs for being able to change or set a separate reply to email address when sending from your Xero organisation.
We're continuing to make improvements to sending of invoices in Xero however at this point our roadmaps does not extend to the email settings specifically.
This continues to be an area we're interested in diving deeper into in the long term and we'll be sure to share as soon as there's movement.
For the time being the only way to change the Reply-to email is to update this on the email settings screen prior to sending your transaction and change it back post sending. Thanks
Diane O'Donnell
supported this idea
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78 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
Diane O'Donnell
supported this idea
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279 votes
Some clients want but invoices to got o admin person but all tax notices to go to another email. Also when wanting docs signed electronically you don't want to send them all to an accountsadmin@ email.
Also we use suitefiles for document signing so we need separate addresses for each director/shareholder.