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5 results found

  1. Invoices from Homepage

    3 votes

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    1 comment  ·  Xero Partner Hub » Partner Hub Homepage  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Kat, I see you've raised this idea within the Xero Partner Hub forum. Can I just check are you wanting to see a widget within the Xero Partner Hub. Homepage or within a client organisation Homepage?

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    Kat Abrahams commented  · 

    within the Xero Partner Hub to see what invoices are drafted outstanding etc for our practice

    Kat Abrahams shared this idea  · 

  2. XPH - Add a direct shortcut to enabled practice from the homepage

    3 votes

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    0 comments  ·  Xero Partner Hub » Partner Hub Navigation  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    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  · 

  3. Practice Manager - Use Collaboration Manager to automatically add Notes to clients

    2 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    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  · 

  4. AU Tax - Ability to change day time contact

    11 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Kat Abrahams supported this idea  · 

  5. AU Tax - Ability to include client phone number

    39 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Kat Abrahams supported this idea  ·