Settings and activity
8 results found
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4 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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Alison Lemm
supported this idea
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6 votes
Hi team, it’s been interesting to read through all the comments in this thread. We appreciate the ask and the detail you’ve shared around how these changes could make the client edit screen easier to work with when you’re moving quickly between clients.
This idea is now in Gaining Support, which me
This idea is now in Gaining Support, so it’s open for the wider community to add votes and comments. We’ll keep following the discussion as more perspectives are shared.
Alison Lemm
supported this idea
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11 votes
Appreciate hearing about the details that are useful for you to view from the Clients details, Carey. We'll let you know if there are any plans put around this here.
Alison Lemm
supported this idea
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13 votes
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.
Alison Lemm
supported this idea
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24 votes
Thanks for sharing your feedback regarding the timestamp changes on notes in the New PartnerHub experience.We've reviewed this feedback and moved this to Giaing Support, 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.
Alison Lemm
supported this idea
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102 votes
Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience.
While we can't make any commitments atm I will be certain to share any plans with you all here.
Alison Lemm
supported this idea
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An error occurred while saving the comment -
314 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
An error occurred while saving the comment Alison Lemm
commented
Yes, this is what I have been looking for since we migrated across to xero XPM - there are many instances where an audit trail would be helpful when detail shave been updated and the date an entity is added or archived would be useful in reports.
Alison Lemm
supported this idea
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41 votesAlison Lemm
supported this idea
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Thank you for the information, however I find this update has taken the user back 15+ years to be worse than MYOB. As our practice relies on XPM for it's source of truth and our admin team pride themselves in keeping this database up to date the recent update has adversely impacted their ability to perform their roles and have made us question whether we continue using this product. Yes, we use this feature often, especially with large groups that would have over 20 entity addresses to update, it is a waste of resources and time to have to individually change every address. This as well as many other issues with the new version of XPM have caused us to rethink our confidence in your products.