Settings and activity

11 results found

1. Practice Manager - Stop costs/disbursements being added to a Closed Job

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Georgina Gogarty shared this idea  ·  30 January, 2024

2. NZ Payroll - Automatically upload recurring jobs

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   1 comment  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Georgina Gogarty shared this idea  ·  24 August, 2023

3. Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Georgina Gogarty supported this idea  ·  24 August, 2023

4. Practice Manager | Clients - Ability to create groups from client

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Georgina Gogarty commented  ·  10 August, 2023  ·  Edit…  ·  delete…

   This would be extremely helpful - its annoying having to go to groups to create a new group - rather than select 'add to group'> create new group

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   Georgina Gogarty supported this idea  ·  10 August, 2023

5. Billable Expenses - Feature to flow through to XPM Clients

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Georgina Gogarty shared this idea  ·  03 August, 2023

6. Document Packs: Mark as complete when missing signatures

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Georgina Gogarty supported this idea  ·  21 July, 2023

7. Document pack - Select email to receive notification for signed pack

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   4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

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   Georgina Gogarty commented  ·  21 July, 2023  ·  Edit…  ·  delete…

   This would be great for us as we could Cc in our tax team so they get notified once the tax returns are signed - currently we are forwarding the email to them once signed

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   Georgina Gogarty supported this idea  ·  21 July, 2023

8. Document Packs - Ability to add a person to Read Only (not Sign) in Document Pack - and the ability to select which ones they can see

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Georgina Gogarty shared this idea  ·  20 July, 2023

9. Document Packs - Download all documents in the document pack at once

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Georgina Gogarty shared this idea  ·  20 July, 2023

10. Document Packs - Send me a copy of the email

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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    Georgina Gogarty supported this idea  ·  20 July, 2023

11. Document Pack - Ability to cancel without client receiving notification

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Georgina Gogarty supported this idea  ·  21 March, 2023