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11 results found

  1. XPM Budget Field - Only available if Staff have Access Financial Data permissions

    1 vote

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

  2. Practice Manager | Staff Permissions - Security Groups

    9 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Susan Montanari commented  · 

    Absolutely agree. This is a fundamental requirement of a system with multiple users. It is currently impossible to easily see or download a user permission profile and/or update permissions to ensure they are consistent across the practice.

    Susan Montanari supported this idea  · 

  3. Practice Manager | Job Manager - Bulk assign staff via import

    17 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Susan Montanari commented  · 

    I am importing 300 jobs for 2023. I would like to populate the custom field for Hi everyone

    Each year we import 300 jobs using the import function, but we are not able to import any Custom Fields eg "Job Accountant". Furthermore we are not able to import Staff.

    Whilst the import function is useful it still requires significant manual intervention. It would be great if Custom Fields could be imported to Jobs as is the case with Clients and Leads. And that Staff could also be imported.

    Susan Montanari supported this idea  · 

  4. 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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    Susan Montanari supported this idea  · 

  5. Practice Manager | Client Report - Include primary contact

    68 votes

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    submitted  ·  14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Susan Montanari commented  · 

    I have asked for this on many occasions over the past 5 years. It would be great to see this implemented.

    Susan Montanari supported this idea  · 

  6. Practice Manager - Bulk update jobs via import

    22 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Susan Montanari supported this idea  · 

  7. Xero Expenses | Labels - Enable filters and reports

    43 votes

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    submitted  ·  20 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Susan Montanari commented  · 

    So many small changes to Xero Expenses would make the product 100% better.

    Susan Montanari supported this idea  · 

  8. Xero Expenses - Set a default mileage rate for reimbursement

    96 votes

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    submitted  ·  38 comments  ·  For small businesses » Business features  ·  Admin →
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    Susan Montanari commented  · 

    Just makes sense to have it embedded.

    Susan Montanari supported this idea  · 

  9. Xero Expenses - Combine Expenses into a single claim

    91 votes

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    24 comments  ·  For small businesses » Business features  ·  Admin →
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    Susan Montanari supported this idea  · 

  10. Email notifications: Expenses - Awaiting approval and Approved claims

    119 votes

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    submitted  ·  36 comments  ·  For small businesses » Business features  ·  Admin →
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    Susan Montanari supported this idea  · 

  11. Xero Expenses - Easily add expense to employees next payslip

    23 votes

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    submitted  ·  3 comments  ·  For small businesses » Payroll  ·  Admin →
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    Susan Montanari supported this idea  ·