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6 results found

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

    44 votes

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    5 comments  ·  Practice tools  ·  Admin →
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    Jodi O'Connell supported this idea  · 

  2. Practice Manager | Report on Final Returns lodged

    11 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Jodi O'Connell shared this idea  · 

  3. Practice Manager | Client - Show age next to Date of Birth

    166 votes

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    14 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for the continued support of this idea, and providing added detail on why seeing age at a glance would be helpful in your workflows.

    We've looked into possible solutions to accommodate the needs here, however there's some work that'd need to be done to achieve this. With current focus on Xero Partner Hub release this isn't a feature that we've planned at this time. However, we'll continue to reassess and consider this in future planning. I'll share if there are any updates.

    Jodi O'Connell supported this idea  · 

  4. XPM - Add Pause button

    166 votes

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    14 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, we get how a 'pause' button would help when juggling multiple tasks, and avoid the need to stop and restart the timer. We want to be honest that there aren't any plans for developing a pause option within XPM. Our teams focus for the time being is on development of the unified practice experience that'll soon be released with the Xero Partner Hub. You can read more on this through our website.

    Jodi O'Connell supported this idea  · 

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

    16 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Jodi O'Connell shared this idea  · 

  6. Practice Manager - Ability to archive Client Groups

    27 votes

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    5 comments  ·  Practice tools  ·  Admin →
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    Jodi O'Connell supported this idea  ·