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  1. Practice Manager - TPAR Form

    44 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Diana Burrows supported this idea  · 

  2. XPM - Group Custom Fields

    2 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Diana Burrows commented  · 

    The ability to have certain custom fields show up for specific client types.

    For example a "Rental Property" custom field only showing up on the "Individual" clients. Currently this would show up on all clients.

    Given that so many different reports can be created from the custom fields, it would be extremely helpful to have only the relevant fields displayed on the relevant client type/structure.

    Diana Burrows supported this idea  ·