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5 results found
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3 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Rhiann Chadderton
supported this idea
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Rhiann Chadderton
shared this idea
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48 votes
Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
Rhiann Chadderton
supported this idea
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43 votes
Hi everyone, thank you for your support on the idea here.
Right now, our product team are looking into the ability to search via TFN from the Client list.
They're in exploration atm, so I'll keep you updated on further progress here.
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26 votes
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.
An error occurred while saving the comment Rhiann Chadderton
supported this idea
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425 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
Rhiann Chadderton
supported this idea
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An error occurred while saving the comment Rhiann Chadderton
commented
Rather than having a set default for all users/organisations across Xero, it would be good to allow the user/organisation profile change their default to what works best for them - whether that be "Approve", "Approve & email", "Approve & print PDF" etc
In XPM is there a way to add "Manager" to the Columns field? It would be great not to have to go into the client to find who the Manager is. I realise you can set up a filter to filter by manager, but that doesn't work for when you are trying to search multiple clients to see who their managers are (currently looking at lodgement lists).
Also, we used to be able to search for a client by their TFN, but this feature seems to have disappeared with the update. Is there a way to bring this back?