Settings and activity
4 results found
-
4 votes
Hi everyone, thanks for the suggestion! We understand that having more control over how your dashboard data looks would make it easier to interpret your practice’s performance at a glance. Customising graph and table colours isn’t just about aesthetics—it helps the data stand out in a way that fits your reporting needs or brand.
We know that adding more flexibility here would make it easier to focus on the metrics that matter most. We’ve moved this idea to Gaining Support so we can track interest and share with our product teams how visual customization could enhance your daily experience in Xero Practice Manager.
An error occurred while saving the comment 
Carole-Anne Brook
supported this idea
·
-
2 votes
Hi team, thanks for outlining this suggestion.Having a clear view of billable hours alongside a client-level dollar breakdown would make it easier to stay across how the practice is tracking day to day. Seeing that information directly in the dashboard would also help connect time spent with value, without needing to jump between reports.
Right now, the closest way to get this view is by running the Billable Time report.
I’ve moved this idea to Gaining Support so we can keep track of interest and give our product teams a better sense of how helpful this would be in practice.
Carole-Anne Brook
supported this idea
·
-
180 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Carole-Anne Brook
supported this idea
·
-
105 votesCarole-Anne Brook
supported this idea
·
Bright red for non-billable time entries is confronting/demoralising for staff who are not expected to be billable! If the colours could be customised, that would be better