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← Share and support customer ideas for Xero

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6 results found

  1. XPH - Ability to merge jobs

    37 votes

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    1 comment  ·  Xero Partner Hub » Jobs  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Sue, thanks for sharing this! A merge feature for jobs could make managing duplicates much easier and help keep your records accurate and up to date. It would ensure that notes, tasks, and time entries all stay in one place, giving you a clearer view of each job’s progress and profitability.

    We’ve moved this along to Gaining Support so the product team can see how useful a merge tool could be.

    Naomi Williams supported this idea  · 

  2. Practice Manager - Update multiple Client Group Details at once

    54 votes

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    submitted  ·  8 comments  ·  Practice tools  ·  Admin →
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    Naomi Williams supported this idea  · 

  3. XPH | Client list - Match partial or similar name in search

    119 votes

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    12 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.

    While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.

    Naomi Williams supported this idea  · 

  4. Client list - Manager column

    90 votes

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    19 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks so much for sharing this idea. We’re seeing that this suggestion is gaining support from other partners in the community, which helps us understand its overall importance. While we can’t promise any changes or share timelines, ideas that attract growing support are regularly reviewed by our product team when planning future improvements⭐.

    Naomi Williams supported this idea  · 

  5. Jobs - Reduce whitespace

    81 votes

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

    Thanks for your feedback on our updates to Jobs within the practice experiences beta. Our team are following and considering all feedback we receive through this forum very closely and I'll be sure to let you know if there are any updates.

    Naomi Williams supported this idea  · 

  6. Tax Manager - Remove 'Ready to Start' tax returns from existing jobs

    82 votes

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    28 comments  ·  Xero Partner Hub » Tax manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, as we continue to progress with improvements for 'Ready to start' our product team would love to engage with users that have voted for this here; to get more understanding of your setup, and give input on early designs.

    If you'd be interested in meeting with the team you can book a time that works best for you through this link 🗓️ Thanks!

    Naomi Williams supported this idea  ·