Settings and activity
12 results found
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31 votes
Myra Sheehy
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14 votes
Good news, team! We've had a close eye on all ideas around managing your practice in the forums here, and as you may have heard we have a new experience coming to all practices soon with the Xero Partner Hub 😊
Bringing client experiences together from Xero HQ and Practice Manager you'll soon have an improved client layout, where you can customise your client list columns to see the data that'll help you manage your clients efficiently.
Find more on what you'll get with the Xero Partner Hub through our website.
Myra Sheehy
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3 votesMyra Sheehy
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9 votesMyra Sheehy
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14 votesMyra Sheehy
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11 votesMyra Sheehy
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17 votes
Thanks for sharing with us here in Product Ideas, everyone.
We're working on modernising the client record user interface(UI) and your idea here is being worked into this change.
We'll first be making this available to our UK practices, with the aim of eventually expanding this to all regions. I'll be back to confirm as this starts to roll and give more detail of the change.
Myra Sheehy
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22 votesMyra Sheehy
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297 votes
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
Myra Sheehy
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40 votesMyra Sheehy
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6 votes
An error occurred while saving the comment Myra Sheehy
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22 votes
An error occurred while saving the comment Myra Sheehy
commented
We also raise 1 invoice that gets settled over several months via direct debit. The current GoCardless integration doesn't support this process. It is vital to our business as that this is supported
Myra Sheehy
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We have the same issue in our firm. Our budget is flowing through to the job from Ignition. However I cannot allow all staff access to all the financial data. Fix needed!