Settings and activity
5 results found
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14 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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269 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
Sarah Tulip
supported this idea
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9 votes
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8 votesSarah Tulip
shared this idea
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31 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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This is another Xero nightmare, this is ESSENTIAL functionality - as above - please put back the ability to move the to do's around