Settings and activity
103 results found
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2 votes
Elise McKinnon
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4 votesElise McKinnon
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53 votes
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. 🙂Elise McKinnon
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68 votesElise McKinnon
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102 votesElise McKinnon
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149 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Elise McKinnon
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152 votes
Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.
However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.
We will keep let you know if there is any progression to share here.
Elise McKinnon
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187 votesElise McKinnon
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270 votes
Heya everyone, thanks for your input to Product Ideas and letting us know the value of the CGT worksheet for you.
We're going to move this idea to Under Review as this is something the team have planned over the next 12 months. There are a few other pieces of work lined up before this, so we'll share news when this progresses. Thanks
Elise McKinnon
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202 votesElise McKinnon
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270 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Elise McKinnon
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80 votesElise McKinnon
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96 votes
An error occurred while saving the comment Elise McKinnon
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46 votes
Hi community, thanks for your input in this idea. A comment field in Job Manager is something that our product team would like to explore, however there are other items that need their attention at this time.
For now, we'll move this back to submitted, and will update when there are any further changes to share on this with you all, here.
Elise McKinnon
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64 votesElise McKinnon
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9 votes
An error occurred while saving the comment Elise McKinnon
commented
Bulk update/schedule tasks! We just started with XPM, integrated with Ignition and created our workflow, however we have over 500 tasks that we need to edit dates/schedule and can't do this in bulk.
Elise McKinnon
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4 votesElise McKinnon
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9 votesElise McKinnon
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16 votesElise McKinnon
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39 votesElise McKinnon
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This needs to happen!