Settings and activity

24 results found

1. Practice Manager - Bulk Job Name Update

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   1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we appreciate your input to product ideas. While we don't have plans for bulk update of Job names right now, I wanted to share some work we've recently released for other bulk actions.

   You can now update the Priority, State, Start date, Due date, Staff, Manager or Partner for multiple jobs at once. Select the jobs from the Job Manager page, click 'Bulk actions' and choose the action you'd like to make.

   We'll continue to track the interest for other bulk actions for jobs and share if there is any news for you, here. Thanks

   Amanda Jarvis shared this idea  ·  23 August, 2022

2. AU Tax | Email templates - Ability to rename

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   1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Lauren, this isn't possible at present. Thanks for starting the idea here where we can start to gather interest in others that'd like to see this too 🙂

   Amanda Jarvis supported this idea  ·  23 August, 2022

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

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   5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Amanda Jarvis supported this idea  ·  23 August, 2022

4. Practice Manager - Option to exclude 'completed' from job list

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Amanda Jarvis shared this idea  ·  27 April, 2022