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24 results found

  1. Practice Manager | Client reporting - Field mapping

    16 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Daniela Depetro supported this idea  · 

  2. Practice Manager | Permissions - Add new staff member to all reports

    4 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Daniela Depetro supported this idea  · 

  3. Practice tools | Staff - user role templates for bulk assignment

    18 votes

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    4 comments  ·  Practice tools » Staff  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for the feedback we have received about assigning Staff permissions from you all. While we are continuing to make improvements within the new staff and client experiences we will keep a close eye on the interest in being able to bulk manage staff permissions like's being requested here, however this is not something we have planned just atm. I will share an update if there's any progression.

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    Daniela Depetro commented  · 

    XPM Reporting - adding staff to reports - can we bulk add. Also can we somehow group staff into categories so we can easily add the group to reports for example a group called 'managers' etc

    Daniela Depetro supported this idea  · 

  4. XPM | Job Manager - Add notes column with option to add note

    101 votes

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    23 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    Daniela Depetro supported this idea  · 
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