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10 results found

  1. Practice Manager - Highlight Client name in My timesheet information

    2 votes

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

  2. XPM - Time Scanner & Tracking

    2 votes

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

  3. Practice Manager | Group Profile - Select & view group information

    8 votes

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

    Great to hear you're expanded thinking on the Groups here, Melanie. 

    It'd be good to get a sense of interest in each separately. 

    I've slightly changed the title of your idea here and welcome to add others for the other ideas you think of around this. 🙂

    Robert Wall supported this idea  · 

  4. Practice Manager | Timesheets - Search job by keyword

    3 votes

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

  5. XPM - Timesheets Quick Keyboard shortcuts

    7 votes

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

  6. Practice Manager - Warning message when timesheet entries overlap

    43 votes

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

  7. Practice Manager | Client & Group listing - Show Amount due & WIP balance

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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  8. Practice Manager - Add Relationship type

    75 votes

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

    Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.

  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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  10. XPM - Add graphs to the dashboard for manager

    4 votes

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