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3 results found

  1. Clients - Search using TFN or ABN

    24 votes

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    2 comments  ·  Practice tools » Clients  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

  2. XPM | Job Manager - Add notes column with option to add note

    101 votes

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    22 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here. 

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    Carol Kemp commented  · 

    With the Notes tab, it would be handy to have a notes indicator on the job manager as a column to be able to prompt that there's extra information, such as a job waiting on info, what info is still coming. A simple Y or blank would work

    Carol Kemp supported this idea  · 

  3. Practice Manager | Invoices - Invoices of all status in once screen with a Paid indicator

    12 votes

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    0 comments  ·  Xero Partner Hub » Partner Hub Navigation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate you sharing feedback on the beta experience, Carol. We'll begin to get feedback and support for this through your idea. Our product teams are keeping a close eye on this forum and I'll be sure to share if there's any change planned

    Carol Kemp shared this idea  ·