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  1. 204 votes

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    Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience.

    While we can't make any commitments atm I will be certain to share any plans with you all here.

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    Marcy Lees commented  · 

    We would like to request a return to the previous Xero version, as we have found the new interface incredibly frustrating. The ‘Client Services Version’ introduces complex workflows, reduces data accuracy, and necessitates multiple steps to access essential information. Several features such as bulk contact updates are absent, filters are not applied to useful fields, and basic information has become less accessible. These changes hinder efficient client service management and overall productivity. We’re not fans.

  2. 101 votes

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    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. 

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    Marcy Lees commented  · 

    Hi, could you please also add the Group Name to the Job Manager Columns as this would help manage open jobs much more effectively

    Marcy Lees supported this idea  · 
  3. 47 votes

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     ·  4 comments  ·  Practice tools  ·  Admin →
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    Marcy Lees supported this idea  ·