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6 results found

  1. Practice Manager - Relationship Type

    169 votes

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    submitted  ·  42 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Chris SCHWARTZ supported this idea  · 

  2. Xero HQ: Manage user access for organisations with external subscriber

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Chris SCHWARTZ shared this idea  · 

  3. Login - Option to set login preference to 'My Xero' if part of a practice

    4 votes

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    0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your engagement and letting us know the changes that matter to you, Bailey.

    We've reviewed your idea again and I've slightly updated the title so this is clearer to others members on the site. We'll continue to track the interest your idea receives here, however there are no plans to change these preferences at present.

    Chris SCHWARTZ supported this idea  · 

  4. XPM - Add multiple email addresses for client

    380 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.

    Chris SCHWARTZ supported this idea  · 

  5. XPM | AU Tax - Automatically email lodgment confirmation to clients

    47 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Chris SCHWARTZ supported this idea  · 

  6. Practice Manager | Clients - Date of death field for client details

    254 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.

    As soon as there's more progress we'll share an update on this, with you all here.

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    Chris SCHWARTZ commented  · 

    We have this as a custom field but it would be better if it was supported.
    Also date added & date archived.