Skip to content
← Share and support customer ideas for Xero

Settings and activity

9 results found

  1. Practice Manager | Jobs Manager - Ability to add or delete columns

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    HI Sally, jumping back on your idea here our team are working on providing more flexibility to the info you view from Job Manager.

    Right now, we're developing columns for Staff, Manager and Partners. Around the same time we expect to deliver these additions, we'll also enable you to hide detail you'd prefer not to view. So, you can decide and only see the information relevant for you when viewing Jobs.

    We'll return to share more when this is available🙂

    Erica - Omokoroa Accounting supported this idea  · 

  2. XPM - Notes & Fonts option on Recurring jobs

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Erica - Omokoroa Accounting supported this idea  · 

  3. XPM | Job Manager - Attach Documents and Notes to Recurring Jobs

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Erica - Omokoroa Accounting supported this idea  · 

  4. XPM - Select Multiple Jobs to bulk change the job status

    44 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your appetite and sharing interest in the idea here. Our teams have been working on development of the Job Manager table and we'll soon release the ability to make bulk actions, including being able to update the job state of multiple jobs at once. We'll move this idea across to working on it, and I'll let you know when it's here! 

    Erica - Omokoroa Accounting supported this idea  · 

  5. Practice Manager | Jobs - Add custom fields to recurring jobs

    14 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Erica - Omokoroa Accounting supported this idea  · 

  6. Practice Manager - Bulk Completion of Jobs

    19 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing with us here, team. We know bulk actions is important to helping you move quicker when using Xero. Our product team are working on bulk actions within Job Manager so you'll soon be able to bulk update multiple jobs at once, such as the job state, priority, start or due dates. I'll shift this across to working on it and round back to share when it's live.

    Erica - Omokoroa Accounting supported this idea  · 

  7. Workpapers - Ability to add a note function to each account

    52 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Erica - Omokoroa Accounting supported this idea  · 

  8. Practice Manager | Ability to customize the Dashboard

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Erica - Omokoroa Accounting supported this idea  · 

  9. Reporting - File Attachment Report

    265 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  90 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Erica - Omokoroa Accounting commented  · 

    Yes, this is totally what I am looking for too. I often look for files / invoices from clients but don't always know if they have attached the receipt or not and waste a lot of time searching for them. This would be a great time saver, so I can easily see what clients have provided. (I notice there are few other ideas submitted with the same request - so in total a lot more votes than what is just on this idea).