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5 results found
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3 votes
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.
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Patrizia Capolingua
shared this idea
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16 votes
Hi Megan, thanks for your feedback on the new Partner Hub experience when entering client addresses. Your input is valuable to and appreciated. We have moved this idea to Gaining Support and the Product team will be looking over all the feedback from our customers/partners so they can get a better idea of the experience and functionality of the new platform. Thanks again for sharing this with us.
Patrizia Capolingua
supported this idea
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123 votes
Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience.
While we can't make any commitments atm I will be certain to share any plans with you all here.
Patrizia Capolingua
supported this idea
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35 votes
Hi team, thank you for feeding back to us about the selection of reports on the navigation with us here.
For the time being we're continuing to track interest in having reports as a top level menu but this is not something we have direct plans of.
With regards to the favourite of reports in the new Xero Partner Hub. I recently provided an update on this idea - Our team have made an improvement so you can now Favourite reports from your My reports tab of the Practice reports builder and these'll appear within the Favourites section of the Practice drop down menu.
Similarly, if you previously favourited reports in the old experience these should now be showing from the Practice drop down.
Patrizia Capolingua
supported this idea
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26 votes
Hi everyone, thank you for your support on the idea here.
Right now, our product team are looking into the ability to search via TFN from the Client list.
They're in exploration atm, so I'll keep you updated on further progress here.
Patrizia Capolingua
supported this idea
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Patrizia Capolingua
shared this idea
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In the previous version of XPM, when updating a group member’s contact details (e.g. address), we had the option via a preview screen to confirm which fields to update and to whom else the update may apply to within that group. This functionality appears to be missing in the current Beta version.
This feature made updating details across a client group more efficient.