Settings and activity
5 results found
-
97 votes
Andy Tran
supported this idea
·
-
297 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
Andy Tran
supported this idea
·
-
160 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Andy Tran
supported this idea
·
-
389 votes
Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
Andy Tran
supported this idea
·
-
54 votes
We understand the varying levels of access different staff need can differ client-to-client.
With the new client and staff permissions that'll be coming soon through the Xero Partner Hub, you'll get more control and granularity to assigning staff permissions to clients.
Find out more about the Xero Partner Hub on our website. Its live now for UK practices and will be coming to all other partners toward the end of this year. We'll keep you in the loop as it goes live, here.
Andy Tran
supported this idea
·
Andy Tran
shared this idea
·
.png){kind=link}