Settings and activity
7 results found
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2 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.
Kerry Morgan
shared this idea
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8 votes
An error occurred while saving the comment Kerry Morgan
supported this idea
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29 votes
Hi everyone, thanks for the continued engagement and support in this idea.
While this is something we'll keep reviewing for Xero Tax(UK) there are no plans for adding spouse links right now.
If there's any development planned for this in Xero Tax(UK) we'll be sure to share an update with you all, on this idea.
Kerry Morgan
supported this idea
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6 votes
Hi everyone, we’ve created this idea based on feedback we’ve heard from the community.
We know how important it is to be able to instantly search for a client when creating a job in Xero Practice Manager. Manually scrolling through a long drop-down list can be time-consuming, especially for practices with a large client base.
Adding a search function here would make the process faster and more efficient, helping you get straight to work.
This idea is now in the Gaining Support stage. Your votes and comments help us understand how valuable this feature is to the wider Xero community and support future development decisions.
An error occurred while saving the comment Kerry Morgan
commented
When entering time or selecting a job on a bill for example, it would be more efficient to be able to search the drop down menu of clients, rather than having to enter the first letter then scroll (especially the 'M's where there are so many Mr, Mrs, Ms and Miss clients!)
Kerry Morgan
supported this idea
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18 votesKerry Morgan
supported this idea
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119 votesKerry Morgan
supported this idea
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5 votes
An error occurred while saving the comment Kerry Morgan
commented
We operate flexi time, where staff that work outside of normal hours earn time credits that can be used in future. XPM has a function to record credits, but only under the access we've granted to our admin - i.e. access to adjust everyone's timesheets. We'd rather not give that permission to everyone. It would be preferable if all staff could amend their own timesheets.
Kerry Morgan
supported this idea
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There's a notes section now, but from the initial client view, there's no indication whether there are notes there or not! It needs a number next to it, so we know there's something to look at