Settings and activity
4 results found
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6 votes
Thanks for sharing this suggestion. We’re opening it up to view support and learn more about how the community would use custom date ranges in Client Insights. Being able to choose a specific start and end date—or view periods such as a quarter or financial year—could make it easier to review client performance and have more meaningful conversations. It would be helpful to hear which date ranges and metrics you need most, how often you use them, and any workarounds you rely on today. Your feedback will help us understand the impact and inform future consideration. 🙂
Abbie Glew
shared this idea
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39 votes
Hi community, thanks for letting us know the importance Partner and Manager visibility is for managing client access and your practices day-to-day work.
Our teams are currently developing Partner and Manager filters for the Client list, as well as making them available as optional columns, so you'll soon be able to quickly find clients and see responsibility at a glance.
I'll keep you updated on it's delivery here ✨
Abbie Glew
supported this idea
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19 votesAbbie Glew
supported this idea
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300 votes
Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.
We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.
Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.
Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here.
An error occurred while saving the comment Abbie Glew
supported this idea
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This would save me sooooo much time.