Settings and activity

6 results found

1. XPM - Hide Archived Contacts

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Hayley Benedict supported this idea  ·  04 July, 2024

2. Practice Manager - Report on client bank details inc fields BSB, Account number, Account name.

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Hayley Benedict shared this idea  ·  04 July, 2024

3. Practice Manager | Client reporting - Field mapping

   13 votes

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Hayley Benedict supported this idea  ·  04 July, 2024

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

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   submitted  ·  21 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Hayley Benedict supported this idea  ·  04 July, 2024

5. Practice Manager - Audit trail for client history

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   submitted  ·  20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Hayley Benedict supported this idea  ·  04 July, 2024

6. Xero Practice Manager: Select tax code when pushing invoices from XPM to Xero

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Hayley Benedict supported this idea  ·  01 December, 2022