Settings and activity
7 results found
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13 votes
Thanks for your idea, Sam. We'll get a sense of the interest in this from the community here.
If there are any updates planned that could improve your print options we'll be sure to let you know.
Sussann McKinney
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197 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
An error occurred while saving the comment Sussann McKinney
commented
Please give us Unit Holder!!!! My units look stupid with "shareholder" being the only option!!
Sussann McKinney
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24 votesSussann McKinney
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54 votesSussann McKinney
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161 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
Sussann McKinney
supported this idea
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168 votes
Hi everyone, we get how a 'pause' button would help when juggling multiple tasks, and avoid the need to stop and restart the timer. We want to be honest that there aren't any plans for developing a pause option within XPM. Our teams focus for the time being is on development of the unified practice experience that'll soon be released with the Xero Partner Hub. You can read more on this through our website.
Sussann McKinney
supported this idea
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101 votes
Hi team, we appreciate all the feedback and support this idea has received and understand the desire for wanting to be able to enable staff access to add notes without full edit access to a client.
This isn't in the roadmap at this time, but is a feature our product teams will continue to consider as we keep developing client management. I'll be sure to share if there are any updates surrounding this, here. Thanks
Sussann McKinney
supported this idea
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We used to be able to do this! As the admin, I had the function to save the set up & it applied to all staff - now I can not do it - it is super frustrating!!!! Please this must be part of the plan.