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8 results found

  1. Practice tools | Staff - Ability to set up and assign permissions to groups of staff

    22 votes

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    submitted  ·  8 comments  ·  Practice tools » Staff  ·  Admin →
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    Forsyths Business Services supported this idea  · 

  2. Practice tools | Staff - Ability to assign clients when inviting staff

    12 votes

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    1 comment  ·  Practice tools » Staff  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We understand this is a feature practices may like to see. We'd like to get a gauge interest from beta participants that'd find this feature useful - Add your vote, share importance and any comments to share extra detail of how this would help your practice.

    Forsyths Business Services supported this idea  · 

  3. Staff - Notify staff member of access level change

    4 votes

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    0 comments  ·  Practice tools » Staff  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback on the beta experience, Sarah. We'll start to get a sense of the interest from the idea here and I'll be sure to share if there are any updates planned for notification of permission changes.

    Forsyths Business Services supported this idea  · 

  4. Removing staff access permissions - Double handling

    3 votes

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    0 comments  ·  Practice tools » Staff  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Forsyths Business Services shared this idea  · 

  5. Clients - "Go to Xero" to open in another tab

    53 votes

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    1 comment  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for letting us know the changes that would make a difference for you when working with clients, Christopher.

    Our product teams are monitoring feedback through the practice experiences beta closely and I'll be sure to let you know here if there are any improvements planned to enable opening in a new tab.

    Forsyths Business Services supported this idea  · 

  6. Practice tools| Staff permissions - Granular permissions to timesheets

    29 votes

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    submitted  ·  10 comments  ·  Practice tools » Staff  ·  Admin →
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    Forsyths Business Services supported this idea  · 

  7. Practice Manager | Clients - Add columns

    19 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Forsyths Business Services supported this idea  · 

  8. Practice tools - Filters for Client Partner and Client Manager

    33 votes

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    14 comments  ·  Practice tools » Clients  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your feedback and support on this idea.

    As you'll have noticed we've released our new unified client and staff experience that combines the experiences across Xero Practice Manager and Xero HQ.

    You'll find more filter and column options for the Client list.

    Though Client Partner and Client Manager aren't filters that can be added at present our product team are aware of the interest for this and will consider this enhancement as they continue to plan their roadmap. We will share any updates with you here.

    Forsyths Business Services supported this idea  ·