Settings and activity
4 results found
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103 votes
Thanks for sharing your feedback on introducing audit trail functionality to XPM. We appreciate you explaining how important visibility and accountability are for managing teams and tracking job performance.
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.
Michael Milton
supported this idea
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14 votes
Hi everyone, thank you for your continued engagement and feedback in the community. We appreciate you sharing your needs around the consistent presentation of financial statement notes and the alignment of figures.
We’ve updated the status of this idea to In Development as we work towards a solution that better supports this requirement. In the meantime, the exported PDF maintains the correct alignment of text and figures and can be used for client-facing reports.
We’ll continue to share updates in this thread as we make progress.
Michael Milton
supported this idea
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54 votesMichael Milton
supported this idea
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49 votes
An error occurred while saving the comment Michael Milton
supported this idea
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When adding relationships between clients you currently have to select the client and add one relationship at a time.
Rather than this, is it possible to have this system use a checkbox option instead?
that way I can link all the relationships between clients at once to save time.
For example: I want John to be a Shareholder, Director and Secretary of his company.
It would be great if I could give these to john all at once when I am setting up clients in our system.
You could have it so that further options like "shares held" are added to list of things to fill out if that checkbox is ticked.