Settings and activity
2 results found
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13 votes
"Thank you for submitting your feedback and highlighting the improvements that are important to you. We have reviewed your suggestion, and it is open for community support.
To help your idea gain traction, we encourage you to share it with colleagues who would also benefit so they can cast their votes. Additionally, other members can leave comments to provide further context on how this change would enhance their experience with Xero."
Joanne McInnes
supported this idea
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21 votes
Thanks for letting us know the changes that'd improve your experience managing your practice on Xero. We recently announced Xero Partner Hub at Xerocon, which will deliver many improvements that our customers have been asking for. This includes the ability to customise columns shown on your Client lists, so you can see the most valuable information to help you manage your clients.
Get to know about the Xero Partner Hub on our website, and I'll be back to share as this experiences rolls out to partners.
An error occurred while saving the comment Joanne McInnes
supported this idea
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Would be really helpful for admin to have the manager listed on the first All Clients page, alongside the existing name, phone and address.
From admin perspective this would save us opening the client file each time just to check which colleague a client belongs to - this one of our main/frequent tasks and more significant to us than the other details listed.