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11 votes
Thank you for sharing your valuable idea and letting us know which changes matter most to you.
We have successfully reviewed your submission! Your idea is now available for the community to support.
The next step: Please share your idea with colleagues who would benefit from this change. Their votes and comments are essential for building momentum and demonstrating the impact this improvement could have on their experience with Xero.
Jack Colvin
supported this idea
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Jack Colvin
shared this idea
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5 votes
Hi Jordan, thanks for sharing your idea here. We understand how updating client details in separate systems can add extra admin time.
A sync between Xero organisation details and Xero Partner Hub records could help keep information consistent and reduce manual update across your practice. We’ve moved this idea to Gaining Support so we can continue monitoring interest and share the feedback with our product teams.
Jack Colvin
supported this idea
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5 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you, Annaliese.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We'll keep an eye on the traction this idea gets in the community.Thanks
An error occurred while saving the comment Jack Colvin
supported this idea
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Would love to a visual queue on the accounts watchlist to show if the target has been met compared to the budget. Could the actuals for the account have the font colour coded depending on the budget variance.