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Settings and activity

6 results found

  1. Dashboard - Add a Client Notes box

    22 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Fiona Hollands - Hunter Withers Limited supported this idea  · 

  2. Dashboard - Ability to add sticky notes/notes

    166 votes

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    submitted  ·  47 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Fiona Hollands - Hunter Withers Limited supported this idea  · 

  3. Bank Reconciliation: Cash Coding - Bank Transfers

    160 votes

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    submitted  ·  43 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Fiona Hollands - Hunter Withers Limited supported this idea  · 

  4. Pricing Plans - Add Cash Coding to Starter plan

    185 votes

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    submitted  ·  90 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Fiona Hollands - Hunter Withers Limited supported this idea  · 

  5. Cash coding - Ability to add invoices to cash coding

    15 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Fiona Hollands - Hunter Withers Limited supported this idea  · 

  6. Practice Manager - Highlight/banner for notes

    155 votes

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    14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Fiona Hollands - Hunter Withers Limited supported this idea  · 
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    Fiona Hollands - Hunter Withers Limited commented  · 

    Would be great if you could see the notes made in the blue client - or have a notes tab in the individual client as I don't go through Xero HQ