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  1. 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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    Karen Feng commented  · 

    Have display name/preferred name field for trusts too. Some trusts have the same name. It will be good to be able to identify them from displayed name rather than having to go through the contacts or group page. We just need to put in a bracket at the back of their trust display name the group it belongs to.
    Can have the actual entity name somewhere else.

    Karen Feng supported this idea  · 

  2. Xero HQ | Document Packs Email Templates - Ability to edit

    48 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Karen Feng commented  · 

    And also good to have multiple templates that can be chosen from

    Karen Feng supported this idea  ·