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  1. 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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    Michelle Spann commented  · 

    This would be super helpful when you have clients with multiple billing entities, and who don't always keep track of what has/hasn't been paid already.

    Michelle Spann supported this idea  · 

  2. 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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    Michelle Spann supported this idea  · 
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    Michelle Spann commented  · 

    We discovered this issue again recently when trying to set up relationships in XPM since the changeover from MYOB. Many of our clients have many different shares ie 1 A, 2 B and 500 ORD for example and these cannot be differentiated in XPM. Each time you wanted to confirm shares you would need to login separately into NowInfinity for example in order to clarify which shares are which. This is a crucial piece of information that is currently lacking.