Settings and activity
9 results found
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85 votes
Hi community, we appreciate hearing how layout of the Clients edit screen impacts finding and updating information.
Since this idea was raised, we’ve made changes as part of the new client experience, including updates to how client information is organised and presented.
Being upfront here, we don’t have any further plans to change the layout of the Client page. We'll keep a pulse check on the support in this idea as this space continues to evolves.
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Daniel Kruze
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28 votesDaniel Kruze
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18 votesDaniel Kruze
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7 votesDaniel Kruze
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415 votes
Hi everyone, we thoroughly appreciate everyone’s interest and support for enabling the ability to apply a prompt payment discount to invoices.
We understand how a direct prompt payment discount feature would improve the efficiency and automate manual efforts currently involved for you all here, but would like to be transparent that this isn’t something we’ve been able to roadmap atm.
Right now, one way to indicate that your business accepts or will apply a discount for prompt payment would be to write this into the invoice payment terms. When acted on there are a few ways you could consider recording this in Xero, such as;
- Edit the invoice to apply a discount directly
- Edit the invoice to add a negative line that directly draws down the total amount of the invoice
- Apply a credit to the invoice for the portion of the discount
We'd recommend connecting with your Xero advisor…
Daniel Kruze
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30 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
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143 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
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127 votes
Hi everyone, thanks for showing your interest here. We've been looking into your requests around Document packs, however want to be upfront that right now, editing sent packs is not on the immediate roadmap.
We appreciate you providing more details on the exact scenarios where being able to edit a sent pack would be most helpful. It provides a good picture of the specific problems you're facing, which will help us explore various solutions in the future.
We'll be sure to keep you updated on any progress.
Daniel Kruze
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23 votesDaniel Kruze
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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.