Settings and activity

12 results found

1. AU Tax - Include Final Tax Return reporting field

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   0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Kristan Wright shared this idea  ·  02 October, 2024

2. XPM - Relationships - Add Share Class Type

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Kristan Wright supported this idea  ·  19 August, 2024

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

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   submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Kristan Wright supported this idea  ·  19 August, 2024

4. XPM - Add multiple email addresses for client

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

   Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.

   This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.

   Kristan Wright supported this idea  ·  19 August, 2024

5. Practice Manager | Entities with the same name - Trusts & Superfunds

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Kristan Wright commented  ·  19 August, 2024  ·  Edit…  ·  delete…

   Yes. This needs to happen. Causes so many issues.
   I can't believe it doesn't consider them unique based on ABN or client code.

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   Kristan Wright supported this idea  ·  19 August, 2024

6. XPM - Reassign client in bulk

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   11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

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   Kristan Wright commented  ·  19 August, 2024  ·  Edit…  ·  delete…

   This can be done though FYI in bulk, but would be great feature to have in XPM.

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   Kristan Wright supported this idea  ·  19 August, 2024

7. XPM - Create a registered office field on contact details for companies

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   submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Kristan Wright supported this idea  ·  19 August, 2024

8. XPM: Report on new, archived and terminated clients

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   submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Kristan Wright commented  ·  19 August, 2024  ·  Edit…  ·  delete…

   Yes!! Dates when clients were created and archived would be great!!

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   Kristan Wright supported this idea  ·  19 August, 2024

9. Practice Manager | Clients - Add columns

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Kristan Wright supported this idea  ·  03 June, 2024

10. Xero HQ - Allow users to see all clients and request access as needed

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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    Kristan Wright supported this idea  ·  03 June, 2024

11. XPM - Bill multiple clients in a group from the client group

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Kristan Wright supported this idea  ·  03 June, 2024

12. XPM - Ability to report on all fields

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Kristan Wright shared this idea  ·  08 December, 2023