Settings and activity
153 results found
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17 votes
Elisa Harris
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24 votesElisa Harris
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30 votes
An error occurred while saving the comment Elisa Harris
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Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job
18 votesElisa Harris
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77 votes
An error occurred while saving the comment Elisa Harris
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Yes please, this would be such a help! It's extremely impractical if you have hundreds or thousands of recurring quarterly/annual jobs, and then decide the process needs to change, to have to go through each job one by one. I have had to do this in the past, and it took hours!
Not having this ability basically renders the recurring job function that much less useful, so that there's not much time saved in using it, though it has potential.
Elisa Harris
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45 votesElisa Harris
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28 votesElisa Harris
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6 votesElisa Harris
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31 votes
An error occurred while saving the comment Elisa Harris
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This is critical to us with the large number of client updates we do on a regular basis! Please create a more streamlined option for updating client details.
Elisa Harris
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22 votes
An error occurred while saving the comment Elisa Harris
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This is critical to us with the large number of client updates we do on a regular basis!
Elisa Harris
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10 votesElisa Harris
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19 votesElisa Harris
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14 votes
Hi team, we appreciate your input to product ideas. While we don't have plans for bulk update of Job names right now, I wanted to share some work we've recently released for other bulk actions.
You can now update the Priority, State, Start date, Due date, Staff, Manager or Partner for multiple jobs at once. Select the jobs from the Job Manager page, click 'Bulk actions' and choose the action you'd like to make.
We'll continue to track the interest for other bulk actions for jobs and share if there is any news for you, here. Thanks
Elisa Harris
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83 votesElisa Harris
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320 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
Elisa Harris
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87 votesElisa Harris
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651 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Elisa Harris
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76 votes
Hi team, while this may be something we look to do in the future unfortunately we were not able to move along with the work the team had started exploring here.
We'll move to Accepted for now and if there are any updates I'll be back to share with you all. Thanks and continue to support this idea if it's something you'd like to see.
Elisa Harris
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42 votes
Thanks for the example, Shellee! That's a good few departments 😮
There's no facility to create folders in the Reports Centre for this sort of categorisation atm.
We'll begin tracking support in this here.
An error occurred while saving the comment Elisa Harris
commented
Please make it possible to further categorise our reports under different headings (similiar to notes under a client, where you can make your own headings/folders for them to fall under). When you have hundreds of reports created over the months or years, it helps to be able to categorise them, for example, into 'Single Use Only' (reports for a specific task, not likely to need again, but no point in deleting them), 'Payroll,' 'Managers Reports' or 'Partners Reports' (how else can I keep track of what reports to add to a staff member when they first start, when there are hundreds of options of what they might need in their new position).
Elisa Harris
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51 votes
An error occurred while saving the comment Elisa Harris
commented
Definitely - seems silly to be able to move one but not the other
Elisa Harris
supported this idea
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This is critical to us with the large number of client updates we do on a regular basis! Please create a more streamlined option for updating client details.