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3 results found

  1. Practice Manager - Sorting Draft Invoices by Job Type

    2 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Trudi Johnston shared this idea  · 

  2. Practice Manager - Display Name for clients

    29 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Trudi Johnston commented  · 

    Display Name and Legal Name Shown

    It would be helpful if the Display Name and Legal Names were shown on the same page when you access a client in XPM.

    When you are looking for the legal name to address a letter to you have to click into the client.

    Trudi Johnston supported this idea  · 

  3. Practice Manager | Timesheet - Manage job status

    64 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Trudi Johnston commented  · 

    Would be a great function and people wouldn't forget to update the status after putting their time sheet entry in.

    Trudi Johnston supported this idea  ·