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

5. Entities with the same name - Trusts & Superfunds

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   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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   8 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  ·  5 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  ·  1 comment  ·  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