Settings and activity
7 results found
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4 votes
Thanks for sharing this idea, Frances. We can see how helpful it would be for chatbot responses and help articles to provide direct links to the relevant pages. We’re opening this idea up for votes and comments so we can better understand how useful this would be for the wider Xero community. If you’ve experienced something similar, please vote for the idea and share examples of the links or journeys you’d like to see improved. Your feedback will help us gauge community interest and understand which linking improvements would make the biggest difference. Thanks again for taking the time to suggest this 😊
Candice Higgins
supported this idea
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7 votes
Thanks for sharing this feedback, Kielan. We can see there’s a broader conversation here around how support could better meet the needs of partners who are managing complex issues across multiple client organisations.
We’ve moved this idea to Gaining Support so we can continue tracking interest and gathering feedback from our partner community. While we can’t make any commitments at this stage, we’re keen to hear more from partners about what they need from the support experience and where the current process could work better.
If this would improve your workflow, add your vote and share which parts of the current process you’d like to see improved.
Candice Higgins
supported this idea
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6 votes
Hey Alicia, thank you for raising this with us. We always appreciate the input from our customers and its great to hear about your experience around accessing Support Articles and Help in Xero Central. This idea is now open for votes and for the community to add their comments and experiences You can share this with others and we will gauge the community interest and response. Any updates will be posted here..
Candice Higgins
supported this idea
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8 votes
Hey Amy, thanks for sharing your feedback and for explaining how an alert or “on hold” option in Xero Practice Manager would help you manage work for clients who owe outstanding fees. We’ve reviewed this idea and are now moving it to the Gaining support status so other partners can vote and add their own use cases. Your comments and votes play an important role in helping our product team understand the impact of ideas like this and how they should be prioritised on our roadmap. We’ll be sure to update this thread if there’s any change to the status of this idea in future.
Candice Higgins
supported this idea
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38 votes
Appreciate the feedback, Arnie. Our product team are staying close to the feedback we're receiving about updates in Jobs. It'd be good to see if there are others in the new experience that feel the same way.
I'll let you know if we have any further enhancements around the layout for you here.
Candice Higgins
supported this idea
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An error occurred while saving the comment -
304 votes
Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.
We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.
When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.
Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.
With that in mind, there isn’t any…
An error occurred while saving the comment Candice Higgins
commented
Any update on when/if this will be available in the UK?
Candice Higgins
supported this idea
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130 votesCandice Higgins
supported this idea
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Completely agree this was a great space to see at a glance where jobs were up to without having to access them individually or run a large report. Definitely a backward step.