Settings and activity
19 results found
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5 votes
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Jennifer Paul
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2 votes
An error occurred while saving the comment Jennifer Paul
commented
I would also like to add, is there a way to stop having them appear in the calendar on the dashboard. If you have as few as a dozen clients all with a BAS and a couple of milestones for each, the calendar becomes a mess of entries and not useful at all.
Jennifer Paul
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5 votes
HI Sally, jumping back on your idea here our team are working on providing more flexibility to the info you view from Job Manager.
Right now, we're developing columns for Staff, Manager and Partners. Around the same time we expect to deliver these additions, we'll also enable you to hide detail you'd prefer not to view. So, you can decide and only see the information relevant for you when viewing Jobs.
We'll return to share more when this is available🙂
Jennifer Paul
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5 votesJennifer Paul
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3 votes
Thanks Ben, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
Jennifer Paul
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22 votes
Hi everyone, thanks for sharing your appetite in this idea. You may have seen some of the improvements coming with Xero Partner Hub soon as we unify the client and staff experiences across practice tools.
We want to be open that there are no changes planned for syncing contacts from Xero blue into Xero Partner Hub at this stage but we'll continue to keep a close eye on the interest here and share if any plans are made.
Jennifer Paul
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47 votesJennifer Paul
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7 votesJennifer Paul
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47 votesJennifer Paul
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5 votesJennifer Paul
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8 votesJennifer Paul
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11 votesJennifer Paul
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5 votesJennifer Paul
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47 votes
Thanks for letting us know how this favourites feature matters to you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments about how this would benefit them, too!
Jennifer Paul
supported this idea
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26 votes
We're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Jennifer Paul
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20 votes
Thanks for submitting your idea, Warren.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Jennifer Paul
supported this idea
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34 votes
Thanks for sharing your idea regarding manual reordering of tasks on a job.
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Jennifer Paul
supported this idea
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81 votes
Hi everyone, we appreciate how quickly this idea has picked up traction from the community here.
As you've likely heard through other communications we're in the midst of rolling out a unified Client experience as part of our wider Xero Partner Hub.
With the new Client experience you can now;
- Create a client without a TFN, as the Create Client flow has been updated to capture only the basic details
- The TFN can be added later by clicking Edit once the client is created.
- If you do try add a TFN that already exists on an archived client, an error message is displayed - you can get a view of what this looks like in my attachment
Thanks again for sharing with us here and I'll be back to confirm when this new experience is live to all practices.
Jennifer Paul
supported this idea
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56 votes
We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
Jennifer Paul
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Can I add to this as I too would like to be able to customise the Dashboard to our preferences. Currently you go in and it has the pie chart and other graphics up to, then the calendar, and then, down the bottom after much scrolling if your calendar is full of milestones, do you finally find your Today's to do's and to do lists.
Our staff are not interested so much in the metrics, they need to know what is on for today and the week. I'd love to be able to move things around so that staff can see the to do's first up. Let management keep the metrics part if that's their focus, up top. Let it be a choice.