5 results found
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Client - Show subscription name
Can the xero subscription name be reinstated under the client. This was available before the upgrade, now under subscription heading we can only see who subscription managed by and last viewed. I understand there is the Go to Xero blue button at the top but the name of the subscription would be great.
14 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Add Accountant Name
As a new admin officer, I'm still learning who the accountant is for each client.
I think it would be beneficial that in the clients tab there is a column that has the name of the accountant, rather then having to click onto the clients name and going into the clients details to find which accountant is looking after them.
Thanks
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Shareholders and Directors
In the previous version of Practice Manager, you could display a company's directors and shareholders. Now there is no way of showing this. It would be good to be able to see this again.
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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GST Registration Cancellation
In the old XPM when removing a client’s GST registration you could delete the GST registration with one tick and save. In the new XPM when you untick ‘include GST information’, the GST information greys out and it lets you save but this does not remove the GST registration information. You have to clear the other fields first, then untick ‘include GST information’ and save. Why can’t you just untick ‘include GST information’ and it be removed from view on the client information screen? Or at least be given a warning that the change you’ve made isn’t correct when you…
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Import New Clients Function Button
In the old XPM we were able to import new clients but there is only an export button. When we sign up new clients, they fill out a spreadsheet which we can then import to Xero but can't see how to do this now
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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