Settings and activity
7 results found
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16 votes
Hi team, Xero Partner Hub was recently announced at Xerocon and will bring with it a whole heap of great changes we know our partners have been wanting to see. When building this, our team paid great attention to what our partners had been asking for in Product ideas and I'm pleased to share that within the new client experiences there will be a new field for Place of Birth on a Clients record. 😊 We appreciate your support through the product idea forums and will keep you updated as this rolls out. In the meantime find out more about the Xero Partner Hub on our website.
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4 votes
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Rachel Wright
commented
Why isn't it possible to link documents to One Drive ? Surely we can't be the only business that needs this ?
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17 votesRachel Wright
supported this idea
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An error occurred while saving the comment Rachel Wright
commented
I agree. I need to be able to run a report by general ledger nominal, that shows if an item is marked as billable or not. Surely this can't be that difficult ? any company that uses this feature must need this report ?
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122 votesRachel Wright
supported this idea
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308 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
An error occurred while saving the comment Rachel Wright
commented
This is so important, our compliance team are reluctant for us to embrace XPM fully because this isn't available.
Rachel Wright
supported this idea
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447 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Rachel Wright
supported this idea
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90 votes
An error occurred while saving the comment Rachel Wright
commented
We create invoices in XPM, but when we push them through to Xero, the staff with invoice only access to our practice can't see the invoices as they can only see invoices that they've raised themselves.
Rachel Wright
supported this idea
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You can add bespoke custom fields to your client profiles