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6 results found

  1. Practice Manager - Add Relationship type

    77 votes

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    24 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.

    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

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Chris SCHWARTZ supported this idea  · 

  4. XPM - Add multiple email addresses for client

    358 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

    44 votes

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    submitted  ·  3 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

    246 votes

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    submitted  ·  23 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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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.