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10 results found

  1. XPM - Client report including connected Xero organisation

    23 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Mel Currie supported this idea  · 

  2. XPM - Edit Client Page Layout

    7 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Mel Currie supported this idea  · 

  3. Practice Manager - Link multiple Xero organisations to one XPM profile

    34 votes

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

  4. Practice Manager - Relationship Type

    89 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Mel Currie supported this idea  · 

  5. XPM - Reassign client in bulk

    69 votes

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    8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Mel Currie supported this idea  · 

  6. Practice Manager - Audit trail for client history

    198 votes

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

  7. Contacts: Statements - Allow to be sent to Contact Groups

    188 votes

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    submitted  ·  105 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Mel Currie supported this idea  · 

  8. XPM - Relationships - Add Share Class Type

    47 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Mel Currie supported this idea  · 
    Mel Currie shared this idea  · 

  9. 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.

    Mel Currie supported this idea  · 

  10. 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.