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5 results found

  1. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    94 votes

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    12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Andy Tran supported this idea  · 

  2. Report Templates - Ability to add any report

    277 votes

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    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Andy Tran supported this idea  · 

  3. Practice Manager | Client - Date of Birth

    152 votes

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    14 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. 

    Andy Tran supported this idea  · 

  4. XPM - Add multiple email addresses for client

    357 votes

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

    Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.

    This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.

    Andy Tran supported this idea  · 

  5. XPM - Apply Access Restrictions to Client tab

    45 votes

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    submitted  ·  20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Andy Tran supported this idea  · 
    Andy Tran shared this idea  ·