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For accountants & bookkeepers: Xero Practice Manager

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Practice Manager | New Client - Option to add Staff

We work in small teams and it would be great if we could get a "Staff" drop down added for the client set up. So we could know the partner on the account, the lead accountant/manager and the staff member that works on the file so we know who to approach for various issues :)

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Aleah Sullings shared this idea  ·   ·  Report…  ·  Admin →
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  • Sally Rogers commented  ·   ·  Report

    This would also hopefully mean that you can then run reports for all staff and not just partners and managers, or all staff combined. Individual reports for all staff would be really helpful.

  • Fiona Hempstead commented  ·   ·  Report

    This would improve functionality and workflow management exponentially. Please, please consider this fairly simple addition. It would be a game-changer!