Settings and activity
8 results found
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67 votes
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Sarah Tulip
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22 votesSarah Tulip
supported this idea
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7 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.
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Sarah Tulip
supported this idea
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27 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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296 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
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9 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
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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