Settings and activity
11 results found
-
32 votes
Hi team, it’s been interesting to read through all the comments in this thread. We appreciate the ask and the detail you’ve shared around how these changes could make the client edit screen easier to work with when you’re moving quickly between clients.
This idea is now in Gaining Support, which me
This idea is now in Gaining Support, so it’s open for the wider community to add votes and comments. We’ll keep following the discussion as more perspectives are shared.
An error occurred while saving the comment 
Daniel Kruze
supported this idea
·
-
20 votesDaniel Kruze
supported this idea
·
-
17 votesDaniel Kruze
supported this idea
·
-
7 votesDaniel Kruze
supported this idea
·
-
168 votes
Thanks for the continued support of this idea, and providing added detail on why seeing age at a glance would be helpful in your workflows.
We've looked into possible solutions to accommodate the needs here, however there's some work that'd need to be done to achieve this. With current focus on Xero Partner Hub release this isn't a feature that we've planned at this time. However, we'll continue to reassess and consider this in future planning. I'll share if there are any updates.
Daniel Kruze
supported this idea
·
-
9 votesDaniel Kruze
supported this idea
·
-
398 votesDaniel Kruze
supported this idea
·
-
27 votes
Hi team, we appreciate the engagement through this idea about managing staff access.
To provide an update on how this currently works with the new unified staff and client experiences - When removing a staff member from your practice, the following organisation access is also removed:
- Linked to active clients
- Linked to archived clients
- Owned by the practice
We're also looking into further enhancements to this flow to make the removal of org access optional. I'll share another update to confirm once this is implemented. Thanks
An error occurred while saving the comment Daniel Kruze
commented
It would be great if we could run a report in XPM Report Builder to show the total number of clients per each of our staff members. This would make it easier to ensure we don't overload our staff and we could make better allocations of new clients.
The ideal column layout of this report would be:
- Job manager
- Total clients
- Total budget (we have a custom field for each client's annual fees)Daniel Kruze
supported this idea
·
-
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.
Daniel Kruze
supported this idea
·
-
119 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
Daniel Kruze
supported this idea
·
-
19 votesDaniel Kruze
supported this idea
·
.png){kind=link}
Our team are also really struggling with the new layout. It is much less user friendly and we seem to have lost functionality such as being able to star the head entity of a group. Is it possible to have a classic version with the original view?
There are also bugs in the fields when updating clients, such as date fields. Meanwhile logically functional improvements such as being able to see notes for all clients in a group at the same time have been overlooked.
We also used to see all quotes on the one screen, now you have to click archived to see the old ones. Little issues like this end up wasting a lot of time when you have 15 people using the software all day.