Settings and activity
4 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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Rhianan Henderson
shared this idea
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7 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
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16 votesRhianan Henderson
supported this idea
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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.
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308 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
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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.