Settings and activity
9 results found
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8 votes
Hey LInda, thanks for raising this idea with us. Having the option to email a client directly from the client list in XPH is not something we have planned but we have moved this idea to Gaining Support so we can monitor votes and comments. Now all you need to do is share this with friends and colleagues to add their votes and comments!
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2 votes
Thanks so much for sharing your idea about sorting columns in the Xero Partner Hub client list, including grouping clients by connected banks. We understand how this could make it easier to organise and prioritise client work, and we really appreciate you helping us improve Xero. 💙
This is now open for community support, so others can vote and add context. We encourage others who would benefit from this to share their use cases and help us understand the broader need. We'll continue to monitor the feedback and update this thread if there's progress to share. Thanks again for helping shape Xero! ✨
Claire Parker
shared this idea
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6 votes
Hi Cormac, thanks for bringing this idea to the community.
We can see how a centralised view of client notes could make it easier to keep track of updates across your client base and help teams stay aligned without needing to open individual client records.
I've updated the status of this idea to Gaining Support so we can continue monitoring interest and gathering feedback on how this could support your practice workflows.
Claire Parker
supported this idea
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337 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Claire Parker
supported this idea
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29 votes
Hi everyone, thanks for sharing your appetite in this idea. You may have seen some of the improvements coming with Xero Partner Hub soon as we unify the client and staff experiences across practice tools.
We want to be open that there are no changes planned for syncing contacts from Xero blue into Xero Partner Hub at this stage but we'll continue to keep a close eye on the interest here and share if any plans are made.
Claire Parker
supported this idea
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35 votes
Hi Sue, thanks for sharing this! A merge feature for jobs could make managing duplicates much easier and help keep your records accurate and up to date. It would ensure that notes, tasks, and time entries all stay in one place, giving you a clearer view of each job’s progress and profitability.
We’ve moved this along to Gaining Support so the product team can see how useful a merge tool could be.
Claire Parker
supported this idea
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134 votesClaire Parker
supported this idea
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62 votes
Thanks for your patience, it’s been a little while since our last update, so we wanted to check in. We can see this idea has been steadily gaining support. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
Claire Parker
supported this idea
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91 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Claire Parker
supported this idea
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It would be helpful if the email addresses were interactive. I should be able to click on the email address and be able to send an email to the client, instead of clicking on the email address to just be able to see the email address again.