Settings and activity
10 results found
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22 votes
Jordan Kolmus
supported this idea
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45 votes
Hi team, it’s been interesting to read through all the comments in this thread. We appreciate the ask and the detail you’ve shared around how these changes could make the client edit screen easier to work with when you’re moving quickly between clients.
This idea is now in Gaining Support, which me
This idea is now in Gaining Support, so it’s open for the wider community to add votes and comments. We’ll keep following the discussion as more perspectives are shared.
Jordan Kolmus
supported this idea
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57 votes
Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
An error occurred while saving the comment Jordan Kolmus
supported this idea
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235 votes
Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience.
While we can't make any commitments atm I will be certain to share any plans with you all here.
An error occurred while saving the comment Jordan Kolmus
commented
THIS SHOULDN'T HAVE BEEN REMOVED!!! Why was it intentional? make us do MORE admin work?! Thanks for nothing. PUT IT BACK
Jordan Kolmus
supported this idea
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74 votesJordan Kolmus
supported this idea
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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.
Jordan Kolmus
supported this idea
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47 votesJordan Kolmus
supported this idea
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119 votesJordan Kolmus
supported this idea
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317 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
Jordan Kolmus
supported this idea
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16 votes
An error occurred while saving the comment Jordan Kolmus
commented
This should have already been a feature and I can't believe it's been over 2 years and nothing has been done about it. Can't be that hard to allow us to change it. It's causes chaos when both the Client Manager and Job manager are called the same in a report!
Jordan Kolmus
supported this idea
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Another stupid decision, do you realise how useful partial match is? If we don't know the middle name or one letter is wrong then they don't show up.
Seriously. Someone at Xero needs to take responsibility for this absolutely horrendous change to the system,