Settings and activity
19 results found
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3 votes
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 🙂
Sarah Tulip
supported this idea
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3 votes
Thanks for the feedback, Francisca - By chance have you raised this with our Xero Support team to take a closer look into as sounds more like a bug if the option is not working, and they have tools to be able to investigate.
Either way I've shared this back with our product team and will let you know if there are any updates on this here.
Sarah Tulip
supported this idea
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3 votes
Thanks for sharing your feedback on the new Partner Hub timer experience. This is essential for the Product team to glean what is working and what is not. We have moved this to Gaining Support so others can comment and vote on this idea and if there are any updates we will mention them here.
Sarah Tulip
supported this idea
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7 votes
Appreciate the feedback and understanding other insights that you'd find most useful. Our team are evaluating the feedback from these forums with a keen eye as they continue to explore improvements and we';ll share if there are any plans for this, here.
Sarah Tulip
supported this idea
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4 votes
Appreciate your idea here, Johnny. Great to be hearing how we could make more improvements to the new Xero Partner Hub homepage to help your practice run.
We'll start to track the support in this here. As you'll have seen our product team are highly engaged with the feedback coming in on this and I'll make sure to let you know if there are any updates for this in the works.
Sarah Tulip
supported this idea
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7 votes
Thanks for sharing what would make the new Xero partner Hub homepage more useful to you. For now we'll get a sense of the interest from other users in a widget like this. Our product team are monitoring these ideas closely and I'll share if there are any updates.
Sarah Tulip
supported this idea
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11 votes
Good to understand the details that you find most useful when quickly reviewing jobs, William. Thanks for sharing with us here.
For now, we'll get an understanding of others that'd also like to see this through your idea, here.
Sarah Tulip
supported this idea
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9 votes
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 🙂
Sarah Tulip
supported this idea
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22 votes
Thanks for your feedback on our updates to Jobs within the practice experiences beta. Our team are following and considering all feedback we receive through this forum very closely and I'll be sure to let you know if there are any updates.
Sarah Tulip
supported this idea
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45 votes
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.
Sarah Tulip
supported this idea
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35 votes
Hi team, thank you for feeding back to us about the selection of reports on the navigation with us here.
For the time being we're continuing to track interest in having reports as a top level menu but this is not something we have direct plans of.
With regards to the favourite of reports in the new Xero Partner Hub. I recently provided an update on this idea - Our team have made an improvement so you can now Favourite reports from your My reports tab of the Practice reports builder and these'll appear within the Favourites section of the Practice drop down menu.
Similarly, if you previously favourited reports in the old experience these should now be showing from the Practice drop down.
Sarah Tulip
supported this idea
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68 votes
An error occurred while saving the comment Sarah Tulip
supported this idea
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24 votesSarah Tulip
supported this idea
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7 votes
Thanks for sharing your idea,
We've reviewed your idea and now it's up to the community to get behind and support it. You could also share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Sarah Tulip
supported this idea
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39 votes
Thanks for sharing your idea regarding manual reordering of tasks on a job.
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Sarah Tulip
supported this idea
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An error occurred while saving the comment Sarah Tulip
commented
This is another Xero nightmare, this is ESSENTIAL functionality - as above - please put back the ability to move the to do's around
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17 votes
Thanks for sharing with us here in Product Ideas, everyone.
We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.
We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.
Sarah Tulip
supported this idea
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314 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Sarah Tulip
supported this idea
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10 votesSarah Tulip
shared this idea
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33 votes
An error occurred while saving the comment Sarah Tulip
commented
The new report designer allows you to create reports and add in a footer
The old reports allow company settings to include a footer on published reports. We use this as the place to add our company disclaimer on reports we issue to clients
Without the facitility we are going to have to customise every reportt we generate to manually add the footer
Please could we request a standard footer option in company settings that can be selected when a report is generated?Sarah Tulip
supported this idea
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We can't get away from managing clients cash in spreadsheets until we can filter out things like direct debits or payments made by card links. These still need to be scheduled but there are always clashes. The payments reports are so much better now but the larger companies have exceptions
The groupings is a fabulous idea, but no use at all for us unless it can be one of the filters in bills payable