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  1. Practice Manager - Convert a client to a contact, and vice-versa

    5 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    George Kallinicos commented  · 

    Would be great to be able to import client contact setup data via xpm. Currently there is time and efficiency waste in having to first collect the contact data and then manually feed it into XPM to create the contact. If there was the ability to import the data (via a form or template) we could bring it straight in from the data collection process rather than double handling.

    George Kallinicos supported this idea  · 

  2. Credit notes- bulk allocation

    433 votes

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    submitted  ·  165 comments  ·  For small businesses » Business features  ·  Admin →
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    George Kallinicos commented  · 

    This would be extremely helpful. Often thrid party apps can create credit notes for things like gift cards etc with online stores. The Xero user can often need to bulk allocate these to a suspense account as a cash refund to reconcile but is extremely difficult when it has to be done 1 by 1.

    It makes sense to have a bulk cash refund processing function for credit notes. Similarly to the bulk deposits function that exists for invoices.

    George Kallinicos supported this idea  ·