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12 results found

  1. AU Tax - Include Final Tax Return reporting field

    3 votes

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

  2. XPM - Relationships - Add Share Class Type

    47 votes

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

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

    240 votes

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    submitted  ·  22 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kristan Wright supported this idea  · 

  4. XPM - Add multiple email addresses for client

    350 votes

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

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

    14 votes

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    submitted  ·  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  · 

  6. XPM - Reassign client in bulk

    72 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  · 

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

    104 votes

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

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

    13 votes

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    submitted  ·  5 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  · 

  9. 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  · 

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

    47 votes

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

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

    6 votes

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

  12. 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  ·