Settings and activity
36 results found
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5 votes
Hannah Geale (GT Admin)
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3 votesHannah Geale (GT Admin)
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2 votesHannah Geale (GT Admin)
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38 votes
Appreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.
As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.
Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.
While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks
Hannah Geale (GT Admin)
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23 votes
Hi everyone, coming back across the idea here we wanted to clarify existing behaviour.
When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.
The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.
We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.
Hannah Geale (GT Admin)
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4 votesHannah Geale (GT Admin)
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32 votesHannah Geale (GT Admin)
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102 votesHannah Geale (GT Admin)
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7 votes
Gotcha, thanks for rounding back, Kieran. Get where you're coming from especially if you often update or add accounts.
We don't have any immediate plans around this but we'll keep an eye out and let you know if there's any plans to change, here.
Hannah Geale (GT Admin)
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41 votesHannah Geale (GT Admin)
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25 votes
Thanks for your valued feedback here everyone. Considering elements mentioned we wanted to highlight Report styles which are available to Xero Partners through Reports in Xero HQ.
With Report styles Partners can now set logos, change the colour of report titles and size of the font in reports, across client organisations.
We appreciate there are other improvements mentioned that you'd like to see capabilities expanded too and will continue to track the interest and share any more improvements of this with you all.
Connect with your Xero advisor, or find one that can best help with your business needs here.
Hannah Geale (GT Admin)
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40 votes
Hi everyone, we've just released a change so if you're a part of a Xero practice you'll now see we've added a new ‘Report code’ column to the Chart of Accounts page, that displays the report code and report code name. This should help save you time, and easily review report codes before running report templates.
Hannah Geale (GT Admin)
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188 votesHannah Geale (GT Admin)
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92 votesHannah Geale (GT Admin)
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150 votesHannah Geale (GT Admin)
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240 votesHannah Geale (GT Admin)
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