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3 results found

  1. XPH | Homepage - Ability to Filter Jobs

    36 votes

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    1 comment  ·  Xero Partner Hub » Jobs  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate you letting us know how filters on the Jobs widget in the new XPH homepage would be useful.

    We're keen to get a better idea of the number of users that'd also find this helpful. Feel free to share the link to this idea with other colleagues that'd find this useful too!

    We'll share if there are any updates for you here.

    Julie-Anne (Jewlz) Ellem supported this idea  · 

  2. Practice Manager - Relationship Type

    197 votes

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    59 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, as we continue shaping our product plans, we wanted to come back with an update here. While this is something we may revisit in the future, we want to be transparent that there are no plans to develop additional custom relationship types this year.

    We’ll continue to keep an eye on the level of support for this idea, but we also wanted to be upfront with you now. If anything changes, we’ll be sure to share a further update.

    An error occurred while saving the comment
    Julie-Anne (Jewlz) Ellem commented  · 

    I'd also like to add: Successor Director for Companies and Successor Appointer for Trusts.

    Julie-Anne (Jewlz) Ellem supported this idea  · 

  3. Practice Manager - Housekeeping (Assisted PII data removal for archived clients)

    7 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Julie-Anne (Jewlz) Ellem commented  · 

    In light of XeroCon2023 cyber security - I believe there should be an option on Xero XPM that allows us to delete sensitive data from archived clients.

    If we are to do annual audits of the data we hold, and keep and delete what we no longer need to have on file, would it not then be pertinent to give us a reminder when we archive clients that leave our practice to either manually delete (or automagically ask for it to be redacted).

    I'm thinking data including:
    + Tax File Numbers
    + Date of Birth
    + Bank details

    At the moment, the process to delete this information from my archived list is to restore the old client, manually delete, and then re-archive.

    For those of us who have used XPM since inception, that's a LOT of clients and a LOT of data to delete being a big time waster, but important in these times of higher scrutiny on data security.

    Ideally we'd have two options available to Practice Administrators:
    1. Delete this data from already archived clients
    2. Reminder / Request to delete this data upon archiving active clients

    Julie-Anne (Jewlz) Ellem supported this idea  ·