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25 results found

  1. Practice Manager | Client - Date of Birth

    153 votes

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    14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all your inputs and support in this idea so far. 

    💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business. 


    If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here. 

    Kate McArthur supported this idea  · 

  2. Practice Manager | Client List - Export with all data

    38 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kate McArthur supported this idea  · 

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

    248 votes

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

  4. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    95 votes

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    12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kate McArthur supported this idea  · 

  5. XPM - Add multiple email addresses for client

    362 votes

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

    Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.

    This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.

    Kate McArthur supported this idea  · 
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