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5 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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    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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    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

    156 votes

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    submitted  ·  48 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Sheney Scholtz supported this idea  · 

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

    62 votes

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    submitted  ·  12 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. XPM: Dedicated client notes section

    8 votes

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    3 comments  ·  Practice tools  ·  Admin →
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    Sheney Scholtz supported this idea  · 

  5. AU Tax - Bulk selection and status updates

    39 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Sheney Scholtz supported this idea  ·