Settings and activity
10 results found
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20 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Anna Kroehn
supported this idea
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91 votes
Hi everyone, we appreciate how quickly this idea has picked up traction from the community here.
As you've likely heard through other communications we're in the midst of rolling out a unified Client experience as part of our wider Xero Partner Hub.
With the new Client experience you can now;
- Create a client without a TFN, as the Create Client flow has been updated to capture only the basic details
- The TFN can be added later by clicking Edit once the client is created.
- If you do try add a TFN that already exists on an archived client, an error message is displayed - you can get a view of what this looks like in my attachment
Thanks again for sharing with us here and I'll be back to confirm when this new experience is live to all practices.
Anna Kroehn
supported this idea
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46 votes
Hi everyone, thank you for your support on the idea here.
Right now, our product team are looking into the ability to search via TFN from the Client list.
They're in exploration atm, so I'll keep you updated on further progress here.
Anna Kroehn
supported this idea
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28 votes
Thanks for sharing your feedback on the main entity indicator in XPM groups.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Anna Kroehn
supported this idea
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28 votes
Thanks for your feedback and for letting us know what changes you’d like to see.
Your suggestion is open for community voting. Feel free to share the link with your team to help gather support!
Other users can now add comments to explain how this idea would help them get the most out of Xero.
Anna Kroehn
supported this idea
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30 votes
Hi Megan, thanks for your feedback on the new Partner Hub experience when entering client addresses. Your input is valuable to and appreciated. We have moved this idea to Gaining Support and the Product team will be looking over all the feedback from our customers/partners so they can get a better idea of the experience and functionality of the new platform. Thanks again for sharing this with us.
Anna Kroehn
supported this idea
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23 votes
Thanks for your support on this idea, community. With Xero Partner Hub slowly rolling out to practices over the coming months our product teams are working on many enhancements that will help streamline and efficiently manage your practice.
As part of the new homepage experience we are looking into a widget that will enable quick access to your most frequently used client files. I'll be sure to keep you updated on further news of this here.
An error occurred while saving the comment Anna Kroehn
supported this idea
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16 votes
An error occurred while saving the comment Anna Kroehn
commented
Ditto - this is a necessary feature!!
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1 voteAnna Kroehn
shared this idea
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8 votes
An error occurred while saving the comment Anna Kroehn
commented
Would be great to be able to access an audit trail of changes within XPM to determine who has made changes to client records (addresses, emails etc) within this database. Will help to assist in working out who's been involved in changing records when issues arise.
Anna Kroehn
supported this idea
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The removal of this marker in the latest XPM upgrade has a significant impact on administrative functions for client groups - we use it to indicate the main billing entity within large groups of clients and can now no longer see how the client prefers to be billed for their work without going into multiple client records to check if a billing group has been set