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46 results found

  1. Xero Practice Manager - Create recurring job from existing task

    48 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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  2. Practice Manager - Option to exclude 'completed' from job list

    11 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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  3. Practice Manager | Search - Ability to Create job

    6 votes

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    0 comments  ·  Practice tools  ·  Admin →
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  4. Practice Manager | Client - Copy a client (including all contacts)

    55 votes

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    6 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for starting the idea here, Renee. 

    Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?

    If the last, we have a similar idea over here that I can join you in with. 🙂

  5. Workpapers - Roll forward to the next years workpapers

    109 votes

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    In development  ·  7 comments  ·  Practice tools  ·  Admin →
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  6. Workpapers - Ability to use Custom Excel Templates

    163 votes

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    3 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

    Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

    The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

    We'll post an update as soon as we have any news to share.

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