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11 results found

  1. XPM - Relationships - Add Share Class Type

    46 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristan Wright supported this idea  · 

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

    211 votes

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    submitted  ·  21 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristan Wright supported this idea  · 

  3. XPM - Add multiple email addresses for client

    332 votes

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    submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristan Wright supported this idea  · 

  4. Entities with the same name - Trusts & Superfunds

    10 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristan Wright commented  · 

    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.

    Kristan Wright supported this idea  · 

  5. XPM - Reassign client in bulk

    54 votes

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    8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristan Wright commented  · 

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

    Kristan Wright supported this idea  · 

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

    84 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristan Wright supported this idea  · 

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

    11 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristan Wright commented  · 

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

    Kristan Wright supported this idea  · 

  8. Practice Manager | Clients - Add columns

    12 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Kristan Wright supported this idea  · 

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

    37 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Kristan Wright supported this idea  · 

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

    4 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristan Wright supported this idea  · 

  11. XPM - Ability to report on all fields

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristan Wright shared this idea  ·