Settings and activity
104 results found
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13 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.
Elisa Harris
shared this idea
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17 votes
Thanks for sharing with us here in Product Ideas, everyone.
We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.
We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.
Elisa Harris
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9 votesElisa Harris
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2 votes
Thanks for your interest in product ideas and sharing on the search for Jobs with us here, Jean. Appreciate why you'd like search results to show whether or not a special character like a macron has been entered for the search.
While we don't have immediately plans around this we'll keep an eye on the interest for this here, and share if any plans are made.
Elisa Harris
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4 votesElisa Harris
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21 votesElisa Harris
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2 votesElisa Harris
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407 votesElisa Harris
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14 votes
Good news, team! We've had a close eye on all ideas around managing your practice in the forums here, and as you may have heard we have a new experience coming to all practices soon with the Xero Partner Hub 😊
Bringing client experiences together from Xero HQ and Practice Manager you'll soon have an improved client layout, where you can customise your client list columns to see the data that'll help you manage your clients efficiently.
Find more on what you'll get with the Xero Partner Hub through our website.
An error occurred while saving the comment Elisa Harris
supported this idea
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12 votes
An error occurred while saving the comment Elisa Harris
commented
100% agree. We definitely need the capability to run reports on bank details, even if the reports are part of some sort of restricted access. This also comes into play for new software integrations such as trust account software, that requires this and up to this point there has been nothing to export.
Elisa Harris
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7 votesElisa Harris
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97 votes
An error occurred while saving the comment Elisa Harris
commented
Totally agree, coming from a firm that transitioned from Handi 18 months ago, it is less than ideal for all staff to be able to view all these personal details for staff and their families/entities such as:
- Home address
- Dates of birth
- How many and which entities the staff member hasElisa Harris
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4 votes
An error occurred while saving the comment Elisa Harris
commented
Absolutely, yes yes please! This is a HUGE issue and has a major impact on procedures, that the average staff member cannot view data like this because to grant them that permission is far too broad. Especially seeing the biller client for the group is essential and extremely disappointing that you have to have full financial permissions to be able to view such minor/non-sensitive information.
Elisa Harris
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4 votes
An error occurred while saving the comment Elisa Harris
commented
Absolutely, it would be so helpful to have some sort of automatic input or matching, to eliminate people entering one and forgetting to do so for the other.
Elisa Harris
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2 votesElisa Harris
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3 votes
Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
Elisa Harris
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17 votes
An error occurred while saving the comment Elisa Harris
commented
Absolutely critical! Can't believe this isn't a thing yet! Definitely need to be able to bulk delete jobs, especially because you can bulk add them and there is therefore a much higher likelihood something goes wrong or get imported incorrectly.
Elisa Harris
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5 votesElisa Harris
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3 votesElisa Harris
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7 votesElisa Harris
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Yes absolutely, and agree with Paul's comment below as well. It is so frustrating to constantly have to count back 14 from the due date to figure out when the invoice was issued. Would appreciate some more flexibility/columns here!