Settings and activity
6 results found
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9 votes
Great to hear you're expanded thinking on the Groups here, Melanie.
It'd be good to get a sense of interest in each separately.
I've slightly changed the title of your idea here and welcome to add others for the other ideas you think of around this. 🙂
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Sarah Pilling
supported this idea
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289 votes
Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.
I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.
I'll share more news here as this gets closer to release.
Sarah Pilling
supported this idea
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4 votes
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.
Sarah Pilling
shared this idea
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70 votes
Hi everyone, we thoroughly appreciate your engagements with us here, and helping us understand future improvements that could enhance your use of Xero for managing your practice.
As you'll have likely seen we are in the process of releasing new client and staff experiences to unify our practice tools under what will soon become Xero Partner Hub.
With the current work in progress we want to be open that bulk updates like what's being asked here aren't in the roadmap atm, however this will be something we consider as we keep revising our roadmaps. If there are any updates we will share on this idea.
Sarah Pilling
supported this idea
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51 votes
Thanks for sharing your idea, and letting us know that you would like to be able to enter your own exchange rate for your expenses.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Sarah Pilling
supported this idea
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606 votes
Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
Sarah Pilling
supported this idea
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We need enhanced group-first navigation options, built-in group-level reporting capabilities, and workflow management tools that allow us to assign jobs, track time, and manage tasks at the group level while maintaining visibility into individual client components.
We actively use client grouping in Xero Practice Manager with most of our clients organised into families/taxable groups, but the system is based on individual client views.
We will often have 1 job per group, track time by group.
Folders are organised by Group, then client. Notionally, when we have a single client, it’s a group of 1.
Despite having clients properly grouped, we cannot easily navigate by groups as the primary view, generate reports at the group level, or plan and assign work by group rather than individual clients.