Settings and activity
9 results found
-
2 votes
Hi Jess, thanks for sharing this idea! Right now, having to search or click through multiple screens can slow things down, so we love the idea of a more central view.
In the meantime, you can see the groups a client belongs to in the Information tab on their record (in the box on the right-hand side).
I’ve moved this to Gaining Support so we can see how many in the community would find a dedicated Groups tab useful. Keep the votes and comments coming — your input really helps the product team understand the difference this could make!
An error occurred while saving the comment 
Jo McMillan
supported this idea
·
-
49 votes
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⭐.
Jo McMillan
supported this idea
·
-
268 votes
Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.
I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.
I'll share more news here as this gets closer to release.
Jo McMillan
supported this idea
·
-
23 votes
Appreciate the feedback, Arnie. Our product team are staying close to the feedback we're receiving about updates in Jobs. It'd be good to see if there are others in the new experience that feel the same way.
I'll let you know if we have any further enhancements around the layout for you here.
Jo McMillan
supported this idea
·
-
17 votes
Hi team, really good to hear your feedback on what could improve your experience with new Tax Manager which is currently in beta.
We're listening to the feedback we're receiving about this from our community and while not in the works just yet, the ability to save custom filters is a feature we plan to develop.
You can get more of a view of what's to come in Tax Manager through Xero Central, and I'll keep you updated here once this idea progresses with the team.
Jo McMillan
supported this idea
·
-
56 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.
An error occurred while saving the comment Jo McMillan
commented
100% agree with this. Editing a client is tedious, even after using for a while it's still horrible and visually hard to look at and find anything. When viewing client details (before edit) would be much better in this layout, or even better the layout it was back in XPM green. everything in original XPM was user friendly and visually pleasing to look at.
-
20 votesJo McMillan
supported this idea
·
-
6 votesJo McMillan
shared this idea
·
-
84 votes
An error occurred while saving the comment Jo McMillan
commented
Would really love this as currently having to use an external program to grab data showing primary contact information which seems crazy. Would also be good if when viewing client the primary contact had a symbol confirming primary as if none ticked its obvious.
Jo McMillan
supported this idea
·
This should have been a must in beginning of doing update. Xero need to remember this is a CRM management systema also, not just client xero files.
Really would love to see the Group column back in client view (not the group tab).