Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Practice Manager | Client List - Export with all data

    38 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Sheree Cusack commented  · 

    We're merging firms and while this doesn't happen all of the time, this is a Critical function. To be able to export data from one XPM and not enter it into the new one is strange (i.e. Verification Details, Active Clients etc) but to not be able to export data at all is even stranger (i.e. ABN Branch Code, Bank Details). This is a database. All fields should be able to be both exported and imported.

    Sheree Cusack supported this idea  · 

  2. Find and Recode - Edit payment Bank Account

    35 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sheree Cusack supported this idea  · 
    An error occurred while saving the comment
    Sheree Cusack commented  · 

    This feature would be incredible. I've had clients this year post a lot of Xero Touch receipts to the wrong account and the process to keep copies of the invocies and manage is painful.