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4 results found

  1. XPM mobile app - Time tracker

    17 votes

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    submitted  ·  16 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alex Munro commented  · 

    I agree with this feature, it was great when XPM did have offer time recording on the mobile app

    Alex Munro supported this idea  · 

  2. Files - Control/edit the name of PDF files sent from Xero

    77 votes

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    34 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, while we're continuing to keep a close eye on the support for this idea here, we don't have any plans in the near term to control the naming of files sent form Xero.

    Just to share, though appreciate many will already be aware, once the file is received and downloaded by the recipient the file name can be manually edited on their local device.

    If there are any plans made we'll share here.

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    Alex Munro commented  · 

    It would be great to be able to edit the name of the pdf invoice when sending it out directly within Xero.

    Alex Munro supported this idea  · 

  3. XPM - Apply Access Restrictions to Client tab

    53 votes

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    25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    We understand the varying levels of access different staff need can differ client-to-client.

    With the new client and staff permissions that'll be coming soon through the Xero Partner Hub, you'll get more control and granularity to assigning staff permissions to clients.

    Find out more about the Xero Partner Hub on our website. Its live now for UK practices and will be coming to all other partners toward the end of this year. We'll keep you in the loop as it goes live, here.

    Alex Munro supported this idea  · 

  4. Practice Manager | Quick Time Entry Job Status option

    64 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alex Munro commented  · 

    Totally agree with this point, would save no end of time over the course of a year!

    Alex Munro supported this idea  ·