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  1. 250 votes

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    Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.

    I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.

    I'll share more news here as this gets closer to release.

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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  ·