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6 results found

  1. Practice Manager - Audit trail for client history

    198 votes

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

  2. XPM - Ability to view Job's state history

    32 votes

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

  3. Practice Manager | Xero Tax (AU) - Link Tax Return to a job once it's been created

    47 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carly Watton commented  · 

    As you cannot retrospectively link a return to an existing job, it would be great if there was a setting you could turn on that only allows the creation of a tax return once the Job has been created.

    Carly Watton supported this idea  · 

  4. XPM | AU Tax - Automatically email lodgment confirmation to clients

    44 votes

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

  5. XPM - Add Pause button

    151 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.

    However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.

    We will keep let you know if there is any progression to share here.

    Carly Watton supported this idea  · 

  6. XPM - Add multiple email addresses for client

    347 votes

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