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28 results found

  1. Practice Manager - Stop costs/disbursements being added to a Closed Job

    25 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Nicholas Barbouttis supported this idea  · 

  2. XPM - Lock timesheets when a draft final invoice has been prepared.

    47 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Nicholas Barbouttis supported this idea  · 

  3. XPM - Matching client and export codes

    4 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Nicholas Barbouttis supported this idea  · 
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    Nicholas Barbouttis commented  · 

    Client Relationships Report
    Currently, the custom report allows the user to add the Related Client's Name only. Would be good to be able to include a unique identifier as well for the related client, such as the Export Code for that related client.

  4. XPM Custom Reports - Bulk select new fields to add

    2 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Nicholas Barbouttis shared this idea  · 

  5. XPM - Ability to lodge NLA for TPAR

    17 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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  6. Practice Manager - TPAR Form

    48 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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  7. Xero Tax (NZ & AU) - Print multiple returns at once

    10 votes

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    1 comment  ·  Practice tools  ·  Admin →
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  8. Practice Manager - Relationship Type

    185 votes

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    50 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.

    While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.

    We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.

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