Settings and activity
14 results found
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26 votes
Christie Maitland
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114 votesChristie Maitland
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69 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Christie Maitland
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17 votesChristie Maitland
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29 votesChristie Maitland
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13 votesChristie Maitland
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297 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
An error occurred while saving the comment Christie Maitland
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97 votes
An error occurred while saving the comment Christie Maitland
commented
This would be a great feature without allowing the staff to have full edit access to the client's details.
Christie Maitland
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28 votesChristie Maitland
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80 votesChristie Maitland
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21 votes
An error occurred while saving the comment Christie Maitland
commented
Would love if the CSV import would include job budget and job custom fields. It's available on client custom fields why not be available for jobs.
Christie Maitland
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76 votes
An error occurred while saving the comment Christie Maitland
commented
Yes this would be great. We use other integrated software that uses primary contact but the only way we can check the data for this is to check every client which is not possible given our client base.
Christie Maitland
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14 votes
An error occurred while saving the comment Christie Maitland
commented
Also adding in job categories would be wonderful as well as custom fields.
It seems so silly that you can set up job custom fields and job categories, but can't use these when creating a recurring job.
Christie Maitland
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646 votes
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here…
An error occurred while saving the comment Christie Maitland
commented
It would be great if we could schedule the time that the reminders are sent to client's. For example if we could select the timeframe say 9am to 5pm on a week day. Currently they are sent out between 4am and 8am based on the businesses time zone. Client's are not enjoying getting reminders at those times especially on a Sunday Morning. thank you
Christie Maitland
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Yes this would be a great feature to add as it saves a lot of time trying to work out who did what and when it was done.