Settings and activity
16 results found
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122 votes
Thank you for all sharing and adding your vote for the idea, here. We know our customers find great use in Xero Files and developing the ability to create sub folders in Xero Files is something the team are planning to take a deeper dive into in the coming months. For now, we'll move the idea to Under review and I'll come back with more news when this picks up. 😊
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April Mertens
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11 votesApril Mertens
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33 votesApril Mertens
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11 votes
An error occurred while saving the comment April Mertens
commented
My clients access most of their viewing data on the app but cannot see the monthly reports that I publish without logging into the website. Can these published reports be viewed on the app? Can they receive a notification when new reports are published?
April Mertens
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722 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
April Mertens
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4 votes
An error occurred while saving the comment April Mertens
commented
I will often check my clients' uploaded files on my phone using the app. I can rename them, but then I cannot move them off to a folder. This would save me a lot of time when I get back to my office.
April Mertens
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66 votes
Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!
As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.
While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.
April Mertens
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142 votes
Appreciate the feedback from everyone here, and hearing the value you'd find in being able to add a clients logo to reports and make them look more professional.
Being upfront, this isn't somethign we have plans for developing right now, but I can assure you your feedback is heard by our product teams and they are keeping a watchful eye on the idea.
We'll continue to get a sense of community support in this here, and if there are any updates I'll be sure to share with you all on this idea. Thanks
April Mertens
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109 votesApril Mertens
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10 votesApril Mertens
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15 votesApril Mertens
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27 votesApril Mertens
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24 votesApril Mertens
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30 votesApril Mertens
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654 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
April Mertens
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158 votes
An error occurred while saving the comment April Mertens
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I would like to be able to change pages (or select the page to navigate to) in all screens without having to scroll to the bottom of the page. Can we get the page options at the top as well as the bottom?
April Mertens
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With a new year, this is becoming more critical.