Settings and activity
9 results found
-
26 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
An error occurred while saving the comment 
Renea Roberts
shared this idea
·
-
681 votes
Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂
In early stages right now, but I'll share more news as this progresses. Thanks!
Renea Roberts
supported this idea
·
-
43 votes
Heya team, we appreciate the continued support in this idea. With all practices now on the unified client experience and Xero Partner Hub rolling out to all over the coming months we have a close eye on all feedback surrounding this in the forums.
The ability to search client by ABN is available now from the Client list, and development for searching by TFN is well underway so we'll keep you updated of it's release here. Thanks!
Renea Roberts
supported this idea
·
-
35 votesRenea Roberts
supported this idea
·
-
31 votes
Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.
We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!
Renea Roberts
supported this idea
·
-
12 votesRenea Roberts
supported this idea
·
-
27 votesRenea Roberts
supported this idea
·
-
60 votesRenea Roberts
supported this idea
·
-
119 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
Renea Roberts
supported this idea
·
I'm not sure what you mean.
Please see attached. Currently if i want to search for a phone number in the global search it does not produce any results. in my example attached i have searched for the phone number that is listed in contacts. You are also not able to search by TFN, ABN or the client reference number.
There are plenty of times where a client will call and we don't catch their name or they have a very heavy accent so it's very handy to be able to search their phone number on caller ID into XPM global search to be able to identify who it is.
Or we can also get a document that might have a TFN and have the business name listed on the letter not the trading name and so in XPM we might only have the trading name so sometimes searching by TFN in global search will help us to find them.
We also heavily rely on Client reference numbers but this is also something you can't search by.