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  1. XPM | Job Manager - Add notes column with option to add note

    91 votes

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

    Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here. 

    Susan Napper supported this idea  · 

  2. Xero Tax (AU) | Calculator tool

    56 votes

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    10 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Susan Napper supported this idea  · 

  3. AU Tax - Practice wide ability to choose Default Postal Address to be Client Address

    84 votes

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    submitted  ·  18 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Susan Napper supported this idea  · 

  4. Xero Sign - Send copy to self

    70 votes

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    submitted  ·  8 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  · 

  5. XPM: Dedicated client notes section

    7 votes

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    3 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  ·