Settings and activity
10 results found
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4 votes
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Laura Jacobs
shared this idea
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210 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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151 votes
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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46 votes
Hi community, thanks for your input in this idea. A comment field in Job Manager is something that our product team would like to explore, however there are other items that need their attention at this time.
For now, we'll move this back to submitted, and will update when there are any further changes to share on this with you all, here.
Laura Jacobs
supported this idea
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68 votesLaura Jacobs
supported this idea
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18 votesLaura Jacobs
supported this idea
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92 votesLaura Jacobs
supported this idea
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19 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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350 votesLaura Jacobs
supported this idea
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152 votes
Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.
However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.
We will keep let you know if there is any progression to share here.
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.