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  1. Xero Sign - Send copy to self

    67 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Susan Napper commented  · 

    Please allow us to also add the Job number so the message files under the job in XPM

    Susan Napper supported this idea  · 

  2. XPM: Dedicated client notes section

    6 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Susan Napper commented  · 

    I currently post notes under the client file not under a specific job. While I can do this I would prefer to have a single screen where I can post the note and select the client without having to search the client and then select notes. Similar to timesheets on the dashboard screen where I select the client, select the job and can post without searching each client. TIA

    Susan Napper supported this idea  ·