Settings and activity

72 results found

1. XPM - Comment field in Job Manager view

   43 votes

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   under review  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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   Adelle Brown supported this idea  ·  Oct 13, 2023

2. Billable Expenses - Feature to flow through to XPM Clients

   5 votes

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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   Adelle Brown supported this idea  ·  Oct 12, 2023

3. Provide a function to mark clients as favourites

   19 votes

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Delete…  ·  Admin →
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   Adelle Brown supported this idea  ·  Nov 25, 2022

4. NZ Tax - Auto assessments

   25 votes

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   1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Adelle Brown supported this idea  ·  Nov 25, 2022

5. Practice Manager - Ability to archive Client Groups

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   22 votes

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   3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Adelle Brown supported this idea  ·  Nov 25, 2022

6. XPM - Bulk edit Milestone

   15 votes

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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   Adelle Brown supported this idea  ·  Nov 25, 2022

7. Practice Manager - Automatically create returns when recurring job is created

   24 votes

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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   Adelle Brown supported this idea  ·  Nov 25, 2022

8. Practice Manager | Clients - Bulk look up and update

   28 votes

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   4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Adelle Brown supported this idea  ·  Nov 25, 2022

9. Practice Manager - Warning message when timesheet entries overlap

   42 votes

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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   Adelle Brown supported this idea  ·  Nov 25, 2022

10. Practice Manager | Clients - Date of death field for client details

    213 votes

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    submitted  ·  21 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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    Adelle Brown supported this idea  ·  Nov 25, 2022

11. Report Templates - Ability to add any report

    272 votes

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    submitted  ·  41 comments  ·  For small businesses » Accounting features  ·  Delete…  ·  Admin →
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    Adelle Brown supported this idea  ·  Nov 25, 2022

12. XPM - Add multiple email addresses for client

    336 votes

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    submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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    Adelle Brown supported this idea  ·  Nov 25, 2022