Settings and activity
4 results found
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7 votes
Hi Sue, thanks for sharing this! A merge feature for jobs could make managing duplicates much easier and help keep your records accurate and up to date. It would ensure that notes, tasks, and time entries all stay in one place, giving you a clearer view of each job’s progress and profitability.
We’ve moved this along to Gaining Support so the product team can see how useful a merge tool could be.
Sue Esplin
shared this idea
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1 vote
Hi Sue, thanks for bringing this idea to our attention! A staff member filter sounds like it could be a real time-saver for managing Tasks in XPH. Being able to see everything assigned to one team member instantly would make it much easier to balance tasks and ensure nothing slips through the cracks.
We’ve moved this idea to Gaining Support so the product team can see how helpful more granular task filtering would be.
Sue Esplin
shared this idea
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12 votes
Thank you for sharing your idea and highlighting the changes that are most important to you.
Your idea has been reviewed and is now open for community support. We encourage you to share it with colleagues who may benefit, so they can add their vote.
Community members can also comment to provide additional insight into how this idea could improve their experience with Xero.
Sue Esplin
supported this idea
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86 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Sue Esplin
supported this idea
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