Settings and activity
28 results found
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11 votes
Appreciate how constantly seeing these headers could be useful when dealing with large lists, Angela.
While not a direct solve of what you're asking here a tip to help you quickly navigate back up the page could be to use the 'Home' button on your keyboard.
We'll track the interest of this one here and I'll share if there are any updates planned.
Chloe Dunstan
supported this idea
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18 votes
Hi, thanks for sharing this idea, about how a Search on these drop-downs would speed things up for you.
We've reviewed your idea and now you can share it with any colleagues that this could benefit, so they can add their votes and comments to support it.
Chloe Dunstan
supported this idea
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22 votes
Thanks for sharing your feedback on editing salutations within the contact view. We appreciate you explaining how this workflow impacts your day-to-day tasks in Xero Partner Hub.
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.
Chloe Dunstan
supported this idea
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23 votes
Thanks for your feedback on the pop-up label when hovering over client names in XPM.
This idea has moved to Gaining support, which means our community team have reviewed it and it's open for community support through votes and comments. 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.
Chloe Dunstan
supported this idea
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24 votes
We appreciate you speaking up and letting us know how we can improve.
Now that your suggestion has been reviewed, it’s officially open for community support. Feel free to spread the word to your team so they can jump in and vote!
Other members can also join the conversation in the comments to share how this idea would make their day-to-day work easier.
Chloe Dunstan
supported this idea
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30 votes
Thanks for your feedback and for letting us know what changes you’d like to see.
Your suggestion is open for community voting. Feel free to share the link with your team to help gather support!
Other users can now add comments to explain how this idea would help them get the most out of Xero.
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160 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
Chloe Dunstan
supported this idea
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185 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
Chloe Dunstan
supported this idea
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14 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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.
Chloe Dunstan
supported this idea
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19 votes
Thanks for taking the time to share your idea and what’s most important to you.
We’ve reviewed it, and it’s now open for the community to support. If this would help others in your team, feel free to share it so they can add their vote.
Community members can also comment to share how this idea could improve their experience with Xero.
Chloe Dunstan
supported this idea
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Chloe Dunstan
shared this idea
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257 votes
Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.
I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.
I'll share more news here as this gets closer to release.
An error occurred while saving the comment An error occurred while saving the comment Chloe Dunstan
commented
This was an intentional change? Who on earth thought removing the bulk address update would be beneficial?
Chloe Dunstan
supported this idea
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52 votes
Hi team, it’s been interesting to read through all the comments in this thread. We appreciate the ask and the detail you’ve shared around how these changes could make the client edit screen easier to work with when you’re moving quickly between clients.
This idea is now in Gaining Support, which me
This idea is now in Gaining Support, so it’s open for the wider community to add votes and comments. We’ll keep following the discussion as more perspectives are shared.
Chloe Dunstan
supported this idea
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11 votes
Thank you for your input on the changes that matter most to your workflow.
What happens next? Your idea is now live for community support! To increase its visibility, share it with any colleagues who would benefit so they can vote.
The community can also now use the comments section to provide more detail on why this update is a win for Xero users.
Chloe Dunstan
supported this idea
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62 votes
Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
Chloe Dunstan
supported this idea
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41 votes
Hi Mireille,
Thank you for the detailed feedback regarding the recent XPM updates.
I’ve moved this into Gaining Support. I can definitely see how the removal of those phone number columns has added extra steps to your workflow. While the recent design updates aimed for a cleaner look, "at a glance" information is vital for busy practices.
A quick tip for now: If you need to see phone numbers across your client list without clicking into each one, you can customise your main list view:
- Go to Clients > All Clients.
- Click the Columns button on the right.
- Tick Phone and Mobile. This will surface those numbers in your main list view so you don't have to drill into each record.
I’ve updated the title to "XPM - Suggestion to display contact phone numbers on the Client details screen" to help other practice users who are feeling…
Chloe Dunstan
supported this idea
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82 votesChloe Dunstan
supported this idea
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12 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.
Chloe Dunstan
supported this idea
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8 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to make changes to the layout of the client page 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.
Chloe Dunstan
shared this idea
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65 votes
Hi everyone, thanks for your feedback on this. We appreciate you sharing how the number indicators for Tax Returns and Notes helped streamline your workflow in XPM.
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.
An error occurred while saving the comment Chloe Dunstan
commented
Show number of tax returns currently open on the Client Profile. This used to be a feature until the recent update. We can see the number of Jobs, Quotes, and Invoices, but not Tax Returns unless you click on the tab.
Chloe Dunstan
supported this idea
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It would be great to have an update on this.
We have client groups that have up to 43 entities. Now, I don't know about you, but I certainly have better things to be doing than opening 43 clients and updating the STREET and POSTAL address for each - not to mention the new update also makes you select the country before entering the address. This, ON TOP OF updating the ATO and then ASIC, it would quite literally take me half the day for what should be a relatively simple update.
We migrated from MYOB AE a few years back. This update has taken me back to those days - clunky software, inefficiency and too much room for error.
There are so many aspects of this upgrade that have made it less efficient than it was before.
Xero, my swear jar is almost full. Please take all of these comments into consideration.