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Settings and activity

24 results found

  1. 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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    Melanie McPhillips shared this idea  · 

  2. Practice Manager - Highlight/banner for notes

    125 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Melanie McPhillips commented  · 

    Would also like the option to add a note to the profile, underneath contacts.
    Currently we need to use the contacts field for notes that are important / need to be visible on the profile. However, this affects integrations, as then the notes get copied across as contacts. If there was a notes section on the main page of the profile, that would be very handy.

    Melanie McPhillips supported this idea  · 

  3. Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs

    35 votes

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

  4. 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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    Melanie McPhillips supported this idea  · 
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