Settings and activity
4 results found
-
248 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.
Emma Matusch
supported this idea
·
An error occurred while saving the comment -
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…
Emma Matusch
supported this idea
·
-
11 votes
Thanks for sharing your idea about phone number formatting in XPM. We understand that this change could improve number readability.
Your idea has been moved to Gaining support, which means the community can now vote and comment. If this is something you’d like to see, joining the conversation and adding your support helps bring it to the right people in product.
We’ll keep an eye on any updates and share progress here.
Emma Matusch
supported this idea
·
-
86 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.
Emma Matusch
supported this idea
·
The ability for XPM to show where a home/postal address has been used and action a bulk update has been removed. This was a standout feature of Practice Manager and it's removal has caused great annoyance at my firm. Please consider bringing it back!