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Settings and activity

32 results found

  1. Practice Settings | Time & Productivity - Option to show Saturday/Sunday

    13 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Juliana Kean supported this idea  · 

  2. Practice Manager - Set which fields are mandatory on client profile

    10 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Juliana Kean supported this idea  · 

  3. Practice manager | Clients - History (new clients and amendments)

    41 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Juliana Kean supported this idea  · 

  4. Practice Manager - Customise reports with more fields

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Juliana Kean shared this idea  · 

  5. Practice Manager - Update multiple Client Group Details at once

    23 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Juliana Kean supported this idea  · 

  6. XPM - Add multiple email addresses for client

    350 votes

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    submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Juliana Kean supported this idea  · 

  7. Practice Manager | Select multiple relationships at once

    30 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Juliana Kean supported this idea  · 

  8. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    117 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;

    • There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
    • The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below


    Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync

    • Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
      • This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
    Juliana Kean supported this idea  · 

  9. Practice Manager | Clients - Date of death field for client details

    240 votes

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    submitted  ·  22 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Juliana Kean supported this idea  · 

  10. Xero HQ - Document Packs automated reminders

    26 votes

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    7 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.

    We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!

    An error occurred while saving the comment
    Juliana Kean commented  · 

    Brillant idea - would save lots of admin as Xero Ask also does not appear to have an auto reminder function

    Juliana Kean supported this idea  · 

  11. Xero Tax - Export data in CSV format

    13 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Juliana Kean supported this idea  · 

  12. NZ Tax - Add barcode/link to barcode in client tax letters

    22 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the meaning behind this idea to you all. 

    This is something we'd like to continue to track on the site here, however to upfront in order to generate the barcode there's work that'd need to be done on IRD's end to enable this. 

    We've reached out to engage them on this, but there is no immediate plans from our end, at this time. 

    Juliana Kean supported this idea  · 
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