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  1. Client list - Manager column

    89 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⭐.

    Mikhaila Daniel supported this idea  · 

  2. Document Packs - Archive once Completed

    21 votes

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    submitted  ·  8 comments  ·  Practice tools  ·  Admin →
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    Mikhaila Daniel commented  · 

    An additional folder called 'Archived' would make practice administration more streamline, just like within Xero Tax.

    Once client document pack has been dealt with it can than be reallocated to the achieved folder.

    Mikhaila Daniel supported this idea  ·