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444 results found

  1. XPM - Ability to tag client’s Xero org

    Be able to tag clients

    Purpose; so we can bulk tag non current clients for archiving and create jobs for the next days individual tax returns.

    5 votes

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    submitted  ·  0 comments  ·  Xero Practice Manager  ·  Admin →
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  2. XPM - Ability to see staff's dashboards

    Partners can see/change to all staff's dashboards from within their own dashboard.

    Purpose: to monitor poor performing staff in a timely manner

    3 votes

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    submitted  ·  0 comments  ·  Xero Practice Manager  ·  Admin →
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  3. XPM / Xero Tax - Ability to type the date instead of the date picker

    To allow users to type the date in XPM.

    Purpose: Because it is easier to type the date instead of the date picker.

    26 votes

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    submitted  ·  1 comment  ·  Xero Practice Manager  ·  Admin →
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  4. Xero Practice Manager - Create recurring job from existing task

    Able to create recurring tasks from an existing task.

    Purpose: It’s easier to just create a recurring job from an existing job, rather than creating a new job.

    41 votes

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    submitted  ·  4 comments  ·  Xero Practice Manager  ·  Admin →
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