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14 results found

  1. Practice Manager - Relationship Type

    90 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Georgina Gogarty supported this idea  · 

  2. XPM - Create a registered office field on contact details for companies

    104 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Georgina Gogarty supported this idea  · 

  3. Practice Manager - Audit trail for client history

    234 votes

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    submitted  ·  25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Georgina Gogarty supported this idea  · 

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

    22 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Georgina Gogarty shared this idea  · 

  5. NZ Payroll - Automatically upload recurring jobs

    6 votes

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    1 comment  ·  For small businesses » Payroll  ·  Admin →
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    Georgina Gogarty shared this idea  · 

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

    37 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Georgina Gogarty supported this idea  · 

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

    8 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Georgina Gogarty commented  · 

    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

    Georgina Gogarty supported this idea  · 

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

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Georgina Gogarty shared this idea  · 

  9. Document Packs: Mark as complete when missing signatures

    13 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Georgina Gogarty supported this idea  · 

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

    17 votes

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    5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Georgina Gogarty commented  · 

    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

    Georgina Gogarty supported this idea  · 

  11. 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

    11 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Georgina Gogarty shared this idea  · 

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

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Georgina Gogarty shared this idea  · 

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

    38 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Georgina Gogarty supported this idea  · 

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

    31 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Georgina Gogarty supported this idea  ·