Settings and activity
6 results found
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15 votes
Good news, team! We've had a close eye on all ideas around managing your practice in the forums here, and as you may have heard we have a new experience coming to all practices soon with the Xero Partner Hub 😊
Bringing client experiences together from Xero HQ and Practice Manager you'll soon have an improved client layout, where you can customise your client list columns to see the data that'll help you manage your clients efficiently.
Find more on what you'll get with the Xero Partner Hub through our website.
An error occurred while saving the comment 
Susanne Duncan
supported this idea
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10 votes
Thanks thanks for sharing this idea about improving contact visibility in the Client screen. We appreciate you taking the time to explain how streamlining access to contact details could help your workflow.
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.
Susanne Duncan
supported this idea
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5 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.
Susanne Duncan
supported this idea
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12 votes
An error occurred while saving the comment Susanne Duncan
commented
This should be a standard process in Xero, otherwise clients receive invoices they do not need to pay, potentially leading to further overpayments that would then need to be refunded.
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4 votes
An error occurred while saving the comment Susanne Duncan
commented
It would also be very useful to be able to report on the date a tax return's status was changed to 'Out to Sign'.
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457 votes
Thanks for your engagement with this idea to allow setting specific working days for part-time employees in AU Payroll. We understand wanting to handle these common working arrangements smoothly and accurately.
We know this is a key area for improvement and we'd like to look into this deeper in the long term, however it’s not in our roadmap just yet.
Right now you'll need to manually adjust leave requests.
We'll be sure to provide another update as we move forward with our investigations.
Susanne Duncan
supported this idea
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XPM (New Experience) - there are columns, but we would like to be able to add a Group column and Additional Contacts column. These column options are not currently available.