Settings and activity
2 results found
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33 votes
Hi team, as we continue to progress with improvements for 'Ready to start' our product team would love to engage with users that have voted for this here; to get more understanding of your setup, and give input on early designs.
If you'd be interested in meeting with the team you can book a time that works best for you through this link 🗓️ Thanks!
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Jessica Binnie
supported this idea
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33 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.
An error occurred while saving the comment Jessica Binnie
commented
I'm really surprised that this filter wasn't included in the update. Impossible to add permissions for staff based on their pod/manager. Really time consuming as it needs to be done manually unless you add them to all.
Jessica Binnie
supported this idea
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The ready to start returns is a good idea but they should not be attached to a job, just to the individual client under the tax tab.