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10 results found

  1. XPM User Permission - Ability to only remove timesheet view permission

    15 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Vernis Seow commented  · 

    Absolutely HIGH PRIORITY - we need to stop staff members looking at their colleagues' timesheets. It is counter-productive to building healthy work relationships, and preoccupy staff from focusing on their own work but instead scrutinising others' timesheets.

    I am actually shocked that there doesn't currently seem to be an option to restrict them to only their own timesheets in XPM. Only specific roles should be allowed to see this for all staff. eg. Practice Manager / Partner.

    Vernis Seow supported this idea  · 

  2. Practice Manager - Warning message when timesheet entries overlap

    43 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Vernis Seow supported this idea  · 

  3. XPM Timesheets - Represent timesheet entries as blocks on a calendar

    41 votes

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    submitted  ·  19 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Vernis Seow supported this idea  · 

  4. Job Manager - More Info on Dates

    2 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Vernis Seow shared this idea  · 

  5. Practice Manager | Reporting on Job States

    14 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Vernis Seow supported this idea  · 

  6. Practice Manager | Recurring Jobs - 2 date fields (Issue date & work start date)

    15 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Vernis Seow supported this idea  · 

  7. Practice Manager | Jobs Manager - Ability to add or delete columns

    3 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    HI Sally, jumping back on your idea here our team are working on providing more flexibility to the info you view from Job Manager.

    Right now, we're developing columns for Staff, Manager and Partners. Around the same time we expect to deliver these additions, we'll also enable you to hide detail you'd prefer not to view. So, you can decide and only see the information relevant for you when viewing Jobs.

    We'll return to share more when this is available🙂

    Vernis Seow supported this idea  · 

  8. XPM - Comment field in Job Manager view

    46 votes

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

    Hi community, thanks for your input in this idea. A comment field in Job Manager is something that our product team would like to explore, however there are other items that need their attention at this time.

    For now, we'll move this back to submitted, and will update when there are any further changes to share on this with you all, here.

    Vernis Seow supported this idea  · 

  9. Add Groups to Job Manager filtering/sorting columns

    18 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Vernis Seow supported this idea  · 

  10. XPM | Job Manager - Add notes column with option to add note

    39 votes

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

    Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here. 

    Vernis Seow supported this idea  ·