Settings and activity
8 results found
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78 votes
Kat Abrahams
supported this idea
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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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7 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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72 votes
Hi everyone, we really appreciate your feedback and the growing support this idea has received. Our product teams have been taking on board all that our customers have shared back on the new Homepage and are currently working on improvements to the sizing of some of the widgets including the Invoices owed to you and Bills to pay widgets - The intention is to provide a smaller widget size in which drafts will be shown beside the chart instead of below, helping the visibility and ease of use as you're after here.
I'll be sure to round back and update you when this is delivered 🙂
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