Settings and activity
7 results found
-
80 votes
Thanks for sharing your feedback on introducing audit trail functionality to XPM. We appreciate you explaining how important visibility and accountability are for managing teams and tracking job performance.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Rhianan Henderson
supported this idea
·
-
14 votes
Thanks for sharing your thoughts on this idea for a history tab in Xero Tax. We appreciate you explaining how tracking changes to client details could support your team's workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Rhianan Henderson
supported this idea
·
-
1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Rhianan Henderson
shared this idea
·
-
45 votes
An error occurred while saving the comment An error occurred while saving the comment Rhianan Henderson
commented
It would be fantastic if XPM could facilitate multi-entity invoicing. I.e. syncing invoices relating to certain staff/clients/jobs to a second (or third) Xero blue file. Having 3 ABNs running though 1 practice management system currently requires either 3 instances of XPM, tricky for those staff collaborating across different divisions or a lot of manual manipulation to split fee income.
Rhianan Henderson
supported this idea
·
-
8 votes
An error occurred while saving the comment Rhianan Henderson
commented
Yes!! And custom invoice templates. I don't understand why you can access Job manager, but not Job partner (or Account Manager)?
Rhianan Henderson
supported this idea
·
-
20 votes
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.
Rhianan Henderson
supported this idea
·
An error occurred while saving the comment Rhianan Henderson
commented
XPM permissions for larger practices are time consuming to maintain and difficult to keep consistent. I have to open every staff member one by one if I wish to grant or remove access to something. Would be fantastic to have teams (i.e. Graduates, Seniors, Managers, Admin) and group staff together in their level. I.e. Managers can update client financial information, but Graduates can't. Admin can unlock a completed tax return, but seniors cannot. When a new user starts, I want to be able to select "Manager" and have the permissions set for that user group.
-
329 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
Rhianan Henderson
supported this idea
·
It would be fantastic if XPM could facilitate multi-entity invoicing. I.e. syncing invoices relating to certain staff/clients/jobs to a second (or third) Xero blue file. Having 3 ABNs running though 1 practice management system currently requires either 3 instances of XPM, tricky for those staff collaborating across different divisions or a lot of manual manipulation to split fee income.