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4 results found

  1. XPH | Jobs : Ability to move Job Costs (Disbursements) between jobs

    6 votes

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    1 comment  ·  Xero Partner Hub » Jobs  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for starting this conversation. When a cost is allocated to the wrong job, having to delete and recreate it can be time-consuming and can add extra steps to keep job costs accurate. An option to edit or move a cost between jobs would make this much simpler and reduce rework.

    I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.

    Tracey Gibson supported this idea  · 
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    Tracey Gibson commented  · 

    Totally agree.

  2. Organisation settings - Ability to wind back/restore to a previous date

    105 votes

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    41 comments  ·  Users & setup » Navigation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, with the recent changes in Xero Product ideas, we will shift this idea to Not in pipeline to set the expectation here.

    While a direct option to restore or unwind an organisation to a previous date in time isn't in our plans, as previously mentioned to confirm - Xero performs daily backups of customer data to protect against data corruption and hosting service failures. However, these backups are not available for users to restore their organisation to a previous state.

    To reiterate from my last response, most actions in Xero are reversible (for example Remove & Redo on bank transactions) and our help article on Xero Central  explains some of these options that can help with needs expressed in this conversation.

    The History & Notes report can be highly useful to review actions recently made so you can 'undo' these.

    For future cases, if you're looking to…

    Tracey Gibson supported this idea  · 

  3. Practice Manager - Bulk update jobs via import

    39 votes

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    submitted  ·  13 comments  ·  Practice tools  ·  Admin →
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    Tracey Gibson supported this idea  · 

  4. XPM - Merge clients

    26 votes

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    7 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    With the soon to come Xero Partner Hub we'll be bringing all your practice tools under one umbrella and improving your experience in managing and working with clients in your practice. With the combined experiences of Xero HQ and Practice Manager this'll include the ability to merge two clients into one, like you're after here 🙂

    Thank you for sharing your feedback with us. Find more information about Xero Partner Hub on our website, and we'll be back to update you all as this goes live to practices in the coming months.

    Tracey Gibson supported this idea  ·