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6 results found

  1. Practice Manager - Audit trail for client history

    64 votes

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    submitted  ·  11 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

    28 votes

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    submitted  ·  4 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

    36 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

    41 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

    137 votes

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

    Thanks for all the detail around the different scenarios a pause function for the timer would help with.


    Our team have been taking interest in ideas in the forums here. 

    With the way the timer works with Practice Manager today, developing the ability to pause this would require extensive work and this isn't something we're able to resource at this time.


    As we enhance integrations through practice manager our practice teams will continue to track ideas on the site here, and share if there's any change.

    Carly Watton supported this idea  · 

  6. XPM - Add multiple email addresses for client

    291 votes

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    submitted  ·  19 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carly Watton supported this idea  ·