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Settings and activity

4 results found

  1. Xero dashboard - See client code in quick search

    6 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Monica Langton shared this idea  · 

  2. Xero HQ | Client list - Option to view client codes

    13 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Monica Langton supported this idea  · 

  3. Xero Tax | Search - By Client ID Code

    22 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Monica Langton supported this idea  · 

  4. Document Pack - Ability to cancel without client receiving notification

    24 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Monica Langton commented  · 

    It would be great if we could toggle the notifications when we are cancelling a document pack in Xero HQ on and off. In certain circumstances the client does not need or want to be advised of the cancellation and to be able to decide when this notification sends would be really helpful

    Monica Langton supported this idea  ·