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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

    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. 

    Andy Tran supported this idea  · 

  4. XPM - Add multiple email addresses for client

    353 votes

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

  5. XPM - Apply Access Restrictions to Client tab

    43 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  ·