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4 results found

  1. XPM - Add an Account Manager column to the client list

    21 votes

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    9 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for letting us know the changes that'd improve your experience managing your practice on Xero. We recently announced Xero Partner Hub at Xerocon, which will deliver many improvements that our customers have been asking for. This includes the ability to customise columns shown on your Client lists, so you can see the most valuable information to help you manage your clients.

    Get to know about the Xero Partner Hub on our website, and I'll be back to share as this experiences rolls out to partners.

    Guy Mule supported this idea  · 

  2. XPM User Permission - Ability to only remove timesheet view permission

    25 votes

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    submitted  ·  9 comments  ·  Practice tools  ·  Admin →
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    Guy Mule supported this idea  · 

  3. Practice tools - Dashboard for client bank feed status

    95 votes

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    7 comments  ·  Practice tools » Practice management  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for engaging us on the idea here. We appreciate more visibility of client bank feeds would help when managing and serving your clients day-to-day.

    With the new Xero Partner Hub homepage we are designing and developing a range of widgets to help partners manage their practices. Right now, we're developing a Bank feed disruptions widget that'll help you identify any disruptions to bank feeds that affect your clients feeds, helping you to fix bank feeds as soon as they're down without delays.

    This is in development atm, and I'll share an update when this becomes available within Xero Partner Hub.

    Guy Mule supported this idea  · 

  4. XPM | Job Manager - Budget % based on Dollars $ not time

    24 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Guy Mule commented  · 

    All practices have different rates for different levels of staff. A £ budget will save a lot of work

    Guy Mule supported this idea  ·