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4 results found

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

    101 votes

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    23 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks so much for taking the time to share this idea and for adding your feedback here 💙

    We hear that you feel this would be an improvement, and while this is something the team has considered, it’s not currently in the pipeline and we’re unable to share plans to take this forward right now. We know that may be disappointing, especially given the support for this idea, and we really appreciate you continuing to tell us what would make the biggest difference for your practice. If anything changes, we’ll be sure to update you on this thread.

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    Sheney Scholtz commented  · 

    This is something we really need to assist our practice, an editable notes tab on the job manager screen will save so much time and inform the team what is happening with the jobs at a glance. Please can this be on the list for early this year?

    Sheney Scholtz supported this idea  · 

  2. Invoices - Reuse invoice number if voided

    165 votes

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    submitted  ·  54 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Sheney Scholtz supported this idea  · 

  3. XPM - Ability to view Job's state history

    64 votes

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    submitted  ·  15 comments  ·  Practice tools  ·  Admin →
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    Sheney Scholtz commented  · 

    Who completed the Job

    We would like to be able to see which staff member has completed a job.

    Sheney Scholtz supported this idea  · 

  4. Practice Manager - 'Sticky Note' on client home page

    84 votes

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    submitted  ·  16 comments  ·  Practice tools  ·  Admin →
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    Sheney Scholtz supported this idea  ·