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  1. Practice Manager - Highlight/banner for notes

    121 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ellie-Maree Geary commented  · 

    The ability to message clients, send requests and upload documents (with signing features) and both ways between bookkeepers/clients and staff. A special screen or tab designated just for messaging and customer contact.

    Ellie-Maree Geary supported this idea  · 

  2. Workpapers - Integration of bank statement request portal

    103 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Ellie-Maree Geary shared this idea  ·