Settings and activity
7 results found
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1 vote
Hi Kat, thanks for the suggestion. Keeping the same note updated across multiple clients in a group can quickly become repetitive, especially when the information applies across the whole structure.
A shared or group-level note that carries through to linked entities would help keep key details consistent without needing to duplicate updates in each record.
At the moment, notes are added and maintained at the individual client level.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
Kat Abrahams
shared this idea
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6 votes
Hey Louis, thanks for bringing this up! Having client info in both the Partner Hub and your practice contacts gives you flexibility, but it would be even smoother if updates could flow automatically between them.
Right now, exporting your client list from the Hub and importing it into your practice contacts is a simple way to refresh records in bulk. It’s a handy way to keep everything up to date.
We’ve moved this idea to Gaining Support so the product team can see how helpful a more connected, unified experience would be for Partners.
Kat Abrahams
supported this idea
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68 votes
Appreciate hearing your feedback on this here, Tania. I can assure you our teams did a lot of testing with all aspects of the homepage prior to it's rollout however we totally understand there are different views of what information would be most valuable, where. This is exactly the type of thing we're keen to hear and understand the appetite of through product ideas.
Just to confirm for everyone coming across this idea - While slightly changed in terms of placement it's possible to view Drafts for Invoices and Bills in their related Invoices owed to you, or Bills to pay widgets.
This is now found beneath the graph where you can click the 'x' drafts text to go straight to the list of draft invoices (or bills) - see image
We don't have any immediate plans for changing the placement of the Drafts link within the Invoices owed to…
An error occurred while saving the comment An error occurred while saving the comment Kat Abrahams
commented
Would be great if there was a widget to see draft invoices / or be able to jump directly to them from the homepage.
Kat Abrahams
supported this idea
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3 votes
Hi Kat, thank you for the suggestion! A shortcut to your enabled practice organisation could cut down on repetitive clicks and speed up everyday tasks. We understand that partners often need quick access, so a single-click option makes sense.
For now, the closest workaround is the Organisation Switcher’s “Recent” list or a browser bookmark for your practice dashboard. These give faster access while the homepage doesn’t yet have a dedicated button.
We’ve moved this idea to ‘Gaining Support’ so our product team can track interest in a direct shortcut from the homepage.
Kat Abrahams
shared this idea
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2 votes
An error occurred while saving the comment Kat Abrahams
commented
Exactly what we need as a firm! It would make it so much easier to remember to save those important facts against the client.
Kat Abrahams
supported this idea
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12 votesKat Abrahams
supported this idea
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40 votesKat Abrahams
supported this idea
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within the Xero Partner Hub to see what invoices are drafted outstanding etc for our practice