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6 results found

  1. Practice Manager - Add Relationship type

    73 votes

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    23 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.

    Christine Broughton supported this idea  · 

  2. XPM - Staff user role templates

    11 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Christine Broughton supported this idea  · 

  3. Contact: Email notification - Notify all users or nominated users when supplier bank account changes.

    83 votes

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    submitted  ·  41 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Christine Broughton supported this idea  · 

  4. Contacts - Ability to export/import additional notes

    101 votes

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    submitted  ·  23 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Christine Broughton supported this idea  · 

  5. AU Tax - Outstanding activity statement report

    28 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christine Broughton supported this idea  · 

  6. Practice Manager - Option to exclude 'completed' from job list

    7 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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