Settings and activity
42 results found
-
7 votes
Thanks for sharing your idea, and letting us know that you would like to see the number of notes displayed on the client view.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Charlotte Hill
supported this idea
·
-
7 votesCharlotte Hill
supported this idea
·
-
72 votesCharlotte Hill
supported this idea
·
-
12 votesCharlotte Hill
supported this idea
·
-
139 votes
Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.
You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.
This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.
We'll continue to keep a close eye on the support here, and share if there's any progress.
Charlotte Hill
supported this idea
·
-
11 votesCharlotte Hill
supported this idea
·
-
6 votesCharlotte Hill
supported this idea
·
-
11 votesCharlotte Hill
supported this idea
·
-
32 votesCharlotte Hill
supported this idea
·
-
26 votesCharlotte Hill
supported this idea
·
-
2 votes
Hi Geena, thanks for this great suggestion for Xero Practice Manager.
We can definitely see how having both the Client Manager and Job Manager visible on the main recurring jobs screen would make it much easier to see who is responsible for what at a glance. Adding an export option for that screen is also a great point.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how this improved visibility on the recurring jobs screen could help their own practice management. 🙂
Charlotte Hill
supported this idea
·
-
44 votes
An error occurred while saving the comment Charlotte Hill
supported this idea
·
-
16 votesCharlotte Hill
supported this idea
·
-
74 votesCharlotte Hill
supported this idea
·
-
29 votes
Hi team, we appreciate your feedback and support on this idea.
As you'll have noticed we've released our new unified client and staff experience that combines the experiences across Xero Practice Manager and Xero HQ.
You'll find more filter and column options for the Client list.
Though Client Partner and Client Manager aren't filters that can be added at present our product team are aware of the interest for this and will consider this enhancement as they continue to plan their roadmap. We will share any updates with you here.
Charlotte Hill
supported this idea
·
-
22 votesCharlotte Hill
supported this idea
·
-
6 votes
Hi, thanks for sharing this idea, about how a Search on these drop-downs would speed things up for you.
We've reviewed your idea and now you can share it with any colleagues that this could benefit, so they can add their votes and comments to support it.
Charlotte Hill
supported this idea
·
-
4 votes
Hi Matthew, appreciate you sharing how the ability to export clients' information can supports your workflows, particularly when integrating with external systems like phone or CRM tools.
This idea has now moved to Gaining Support, which means it’s open for the community to vote and add comments. With the new layout, some of the fields available in the old reports, like multiple phone numbers — aren’t currently included in exports. Hearing how this affects your workflow, and what fields you’d find most useful, helps our product team understand the real-world impact and prioritise improvements.
We encourage anyone who would find this useful to add their votes and share how it could benefit their practice. Thanks for helping us make Xero even better.
An error occurred while saving the comment Charlotte Hill
commented
Also would be useful to be able to import into these fields, rather than having to update each client 1 by 1
Charlotte Hill
supported this idea
·
-
4 votes
Appreciate how constantly seeing these headers could be useful when dealing with large lists, Angela.
While not a direct solve of what you're asking here a tip to help you quickly navigate back up the page could be to use the 'Home' button on your keyboard.
We'll track the interest of this one here and I'll share if there are any updates planned.
Charlotte Hill
supported this idea
·
-
4 votes
Hi everyone, thanks for your feedback on archiving contacts in XPM. We appreciate you explaining how this could improve your workflow when managing archived clients.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Charlotte Hill
supported this idea
·
Would also be useful to be able to bulk update the account manager and job manager for recurring jobs