Settings and activity
11 results found
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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.
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Colin Veurink
supported this idea
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5 votes
Thanks for the comprehensive and exhaustive idea around how contact and client details could be included when invoices are synched from XPM to Xero blue. As you may know there is a new platform (PartnerHub) which you may be aware of, and will be released fully in the near future. You may find that the issue is covered in the new experience. We will move this to Gaining Support so the community can get behind this add their votes and comments.
Colin Veurink
shared this idea
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41 votes
Hi everyone, thank you for your support on the idea here.
Right now, our product team are looking into the ability to search via TFN from the Client list.
They're in exploration atm, so I'll keep you updated on further progress here.
Colin Veurink
supported this idea
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8 votes
Hi community, we understand wanting to hear from us around improvements for workpapers and we have some good updates coming with our new Workpapers solution!
Some of the key enhancements you'll find in the new solution include; roll forward, direct ledger integration, granular user roles, and better collaboration tools. Once live to all we intend to continue iterating and adding enhancements to this new product.
We've started release to our Australian partners now, with plans to release to to all regions in the new year.
Colin Veurink
shared this idea
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316 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
Colin Veurink
supported this idea
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31 votesColin Veurink
supported this idea
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8 votesColin Veurink
supported this idea
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139 votes
Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.
You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.
This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.
We'll continue to keep a close eye on the support here, and share if there's any progress.
Colin Veurink
supported this idea
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An error occurred while saving the comment Colin Veurink
commented
When exporting an invoice from XPM to Xero, the client name, addresses (postal & physical) and phone number all sync to Xero. But not the email address.
Xero has the functionality of Invoice Reminders, emailing statements and payment services which are all great, but completely redundant without an email address.The process of having to manually identify exported invoice and then manually check/enter the email address in Xero is counter productive! Surely it can't be that difficult to export the email address along with all the other data.
I do note that the email address of a contact will export, but this will only happen if:
1. a contact is added to the client; AND
2. that contact is selected as the contact when preparing an invoice.
And the result is that this contact is also included in the postal address that appears on the invoice in Xero. As such, this is not a viable solution. -
28 votes
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11 votes
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574 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
it always amazes me how Xero can make such a great program, then bring out 'improvements' that are actually a few steps backwards...
it also amazes me how Xero has this 'product ideas' section for customer (and user) feedback but with the exception of a few minor ideas, nothing gets done... starting to wonder what the point was?