Settings and activity
6 results found
-
37 votes
Marnia Kremer supported this idea ·
-
15 votes
Hi community, thanks for sharing your interest through this idea. We recently announced the Xero Partner Hub at Xerocon. It encompasses many improvements for our partners to be able to move more efficiently and serve clients. One of the changes that accommodates part of the idea here is that you'll be able to search the Client list by a clients organisation name, or legal/trading name as mentioned on this related idea.
We appreciate there may be some practices using custom fields for this data and we want to be open that custom fields will not be searchable from the Client list. We have another idea for searching custom fields that you can join and follow for updates. You can find out more about Xero Partner Hub from our website.
Marnia Kremer supported this idea ·
-
116 votes
Marnia Kremer supported this idea ·
-
297 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
Marnia Kremer supported this idea ·
-
173 votes
Marnia Kremer supported this idea ·
-
20 votes
An error occurred while saving the comment Marnia Kremer supported this idea ·
This would be a huge benefit to our practice