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7 results found

  1. Practice manager | Clients - History (new clients and amendments)

    41 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jodi O'Connell supported this idea  · 

  2. Practice Manager | Report on Final Returns lodged

    10 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jodi O'Connell shared this idea  · 

  3. XPM - Add multiple email addresses for client

    350 votes

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    submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jodi O'Connell supported this idea  · 

  4. 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. 

    Jodi O'Connell supported this idea  · 

  5. XPM - Add Pause button

    152 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.

    However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.

    We will keep let you know if there is any progression to share here.

    Jodi O'Connell supported this idea  · 

  6. XPM: Report on new, archived and terminated clients

    13 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jodi O'Connell shared this idea  · 

  7. Practice Manager - Ability to archive Client Groups

    23 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jodi O'Connell supported this idea  ·