Settings and activity
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4 votes
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Laura Jacobs
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206 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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126 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
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46 votesLaura Jacobs
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68 votesLaura Jacobs
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17 votesLaura Jacobs
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92 votesLaura Jacobs
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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
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347 votesLaura Jacobs
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151 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.