Settings and activity
9 results found
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4 votes
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Laura Jacobs
shared this idea
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241 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Laura Jacobs
supported this idea
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157 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
An error occurred while saving the comment Laura Jacobs
commented
This would be so useful with messy marriage breakups to highlight to all staff that look after the clients and give them a heads up.
Putting a note there if you're waiting for the client to call back with information reception could see notes and let them know who called and what was needed.Laura Jacobs
supported this idea
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101 votes
Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here.
Laura Jacobs
supported this idea
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80 votesLaura Jacobs
supported this idea
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21 votesLaura Jacobs
supported this idea
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99 votesLaura Jacobs
supported this idea
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20 votes
Appreciate wanting history for Xero Ask queries.
This was briefly looked into, however I do want to confirm that there are no plans for developing history for Xero Ask at this time.
We'll move the status of this idea back to submitted and continue to get a sense of the interest around this, here.
Laura Jacobs
supported this idea
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166 votes
Hi everyone, we get how a 'pause' button would help when juggling multiple tasks, and avoid the need to stop and restart the timer. We want to be honest that there aren't any plans for developing a pause option within XPM. Our teams focus for the time being is on development of the unified practice experience that'll soon be released with the Xero Partner Hub. You can read more on this through our website.
Laura Jacobs
supported this idea
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This is critical for data security. Blue Xero has Assurance dashboard that shows what the last activity was and if there were any changes. There should be no reason why XPM doesn't have this also as all staff have access and changes need to have an audit trail.