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5 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.

    Elizabeth Albany supported this idea  · 

  2. Practice Manager | Client - Date of Birth

    149 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    Elizabeth Albany supported this idea  · 

  3. Practice Manager | Clients - Date of death field for client details

    214 votes

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    submitted  ·  21 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elizabeth Albany supported this idea  · 

  4. XPM - Add multiple email addresses for client

    347 votes

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    submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elizabeth Albany supported this idea  · 

  5. XPM - Branch / Department Feature

    35 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elizabeth Albany commented  · 

    We have a number of large client groups who have multiple branch numbers for activity statements - we cannot add these clients into Xero multiple times just to prepare activity statements - this will also cause issues for lodgements and reporting.

    Elizabeth Albany supported this idea  ·