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  1. Practice tools | Clients - Show indicator for number of notes & tax returns

    60 votes

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    11 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, thanks for your feedback on this. We appreciate you sharing how the number indicators for Tax Returns and Notes helped streamline your workflow in XPM.

    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 vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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    Rosaleen Hart commented  · 

    We rely on the numbers of notes being shown, as we record critical notes under our parent groups to ensure our clients needs are met to our best ability e.g specific email addresses for specific companies within client groups etc etc. We rely on this feature heavily within our practice to ensure our admin staff are all on the same boat whilst communicating with our clients. Especially those clients with a large number of entities that may have different contact details or requirements. Please bring this feature back.

    Rosaleen Hart supported this idea  ·