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9 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

    9 votes

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    2 comments  ·  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

    9 votes

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    submitted  ·  2 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

    46 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 - Relationship Type

    172 votes

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    submitted  ·  44 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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  8. Practice Manager | Clients - Date of death field for client details

    257 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!

    With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.

    This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website

  9. 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  ·