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5 results found

  1. Homepage - Chatbox or notepad on Xero

    15 votes

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    2 comments  ·  New Navigation & Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the clarification, Davie! We don't have immediate plans but are closely monitoring the feedback and votes this receives here. If there are any plans made for a feature like this we'll let you know, here.

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    Davie Mach commented  · 

    Yes correct internal mechanism for us to chat between users within an organisation.

    Davie Mach shared this idea  · 

  2. Home page - Add Tasks and reminders to take action on

    150 votes

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    13 comments  ·  New Navigation & Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.

    Davie Mach supported this idea  · 

  3. Navigation - Hotkeys / Keyboard shortcuts

    20 votes

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    1 comment  ·  New Navigation & Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate some of our customers find keyboard shortcuts very useful for navigating. Thank you for sharing your interest in this with us, here.

    Our product teams are aware of the interest in this here and it would be great to hear more of the specific shortcuts you'd find most useful here. We'll share any updates with you here.

    Davie Mach shared this idea  · 

  4. Homepage - Set up multiple views (Basic, Intermediate and Advanced)

    140 votes

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    26 comments  ·  New Navigation & Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for reviewing and letting us know how we could keep improving the new homepage experience.

    For the time being we're paying attention to the pulse of this idea, here.

    We will let you know if there are any updates.

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    Davie Mach commented  · 

    Yeah, I think this is a great idea.

    You can maybe toggle a switch on the corner of the screen for simplified view and detailed view

  5. Practice Manager - Audit trail for client history

    302 votes

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    34 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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

    Davie Mach supported this idea  ·