Settings and activity
37 results found
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3 votes
Hi team, we want to share an update with you all here. As announced at Xerocon we have Xero Partner Hub which will combine all your practice tools into one experience. Along with the changes from the client list you will be able to add Organisation name and Legal/Trading name as columns which will be be searchable within the Client list.
So, where a client's Xero org is connected this data will pull through to the list and you'll be able to search by the client name, organisation name or legal/trading name. Find out more and prepare for the Xero Partner Hub on our website.
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Carey Batchelor
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25 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
An error occurred while saving the comment Carey Batchelor
commented
This would definately be an advantage, since we may have 2 clients with the same name, searching by TFN is critical. I also think Renea meant that searching client contacts within practice manager.
Carey Batchelor
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22 votesCarey Batchelor
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33 votesCarey Batchelor
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33 votesCarey Batchelor
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34 votes
Heya team, we appreciate the continued support in this idea. With all practices now on the unified client experience and Xero Partner Hub rolling out to all over the coming months we have a close eye on all feedback surrounding this in the forums.
The ability to search client by ABN is available now from the Client list, and development for searching by TFN is well underway so we'll keep you updated of it's release here. Thanks!
Carey Batchelor
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15 votes
An error occurred while saving the comment Carey Batchelor
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Definately need this and without the spaces fields too!
Carey Batchelor
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47 votesCarey Batchelor
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114 votesCarey Batchelor
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22 votes
An error occurred while saving the comment Carey Batchelor
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actually good article on how to treat these disbursements as recurring invoices - no need to have a job to attach to - https://support.linkacademy.com/hc/en-us/articles/360001254895-How-to-Manage-Xero-Subscriptions-Invoiced-Separately-from-Accounting-Fees-in-XPM
An error occurred while saving the comment Carey Batchelor
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how do other firms handle this?
Carey Batchelor
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30 votesCarey Batchelor
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73 votesCarey Batchelor
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24 votesCarey Batchelor
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101 votes
Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here.
Carey Batchelor
supported this idea
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An error occurred while saving the comment Carey Batchelor
commented
we use notes in the job for this and yes would be good to be able to view the notes from the job manager view.
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119 votesCarey Batchelor
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314 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
Carey Batchelor
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27 votesCarey Batchelor
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Agreed!