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Settings and activity

9 results found

  1. Practice Manager - 'Sticky Note' on client home page

    10 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alicia Smith supported this idea  · 

  2. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    87 votes

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    9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alicia Smith supported this idea  · 

  3. Practice Manager | Add Non-Clients for use in a Relationship

    28 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alicia Smith supported this idea  · 
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    Alicia Smith commented  · 

    This feature is absolutely vital for database integrity. Why restrict the relationships to only Clients in our list? You are only allowing us to have this data 50% complete at best! At the very least, we should be able to select a contact.

  4. XPM Lock timesheets when a draft final invoice has been prepared.

    13 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alicia Smith shared this idea  · 

  5. Practice Manager - Audit trail for client history

    70 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alicia Smith commented  · 

    As our firm grows, we are finding that this feature is critical to have! If we could see who has actioned certain data additions and updates, we would know who to go to for any issues with that data. History should be viewable for ALL client data. At the very least, it should be reportable.

    Alicia Smith supported this idea  · 

  6. XPM - Ability to view Job's state history

    28 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alicia Smith commented  · 

    We can see who created an invoice, who approved it, who sent it and on what date. Why can't we see this for Job states?

    Alicia Smith supported this idea  · 

  7. Practice Manager | Clients - Add columns

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Alicia Smith shared this idea  · 

  8. Xero Practice Manager: Report on which staff can access client tax returns.

    8 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Alicia Smith supported this idea  · 

  9. Email Settings - Set which users to receive Bank account change notification

    40 votes

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    submitted  ·  13 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Alicia Smith commented  · 

    Very frustrating receiving hundreds of these notifications because you are the person who administers Xero file access for an accounting firm. I don't need to know when a client's employee changes their bank account.

    Alicia Smith supported this idea  ·