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← Share and support customer ideas for Xero

Settings and activity

9 results found

  1. XPM - Report on Fee from Refund Field

    19 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ashlee Mansel supported this idea  · 
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    Ashlee Mansel commented  · 

    Really need to be able to report on this field. How is it not already an option!

  2. Practice Manager - Ability to merge contacts (not clients)

    66 votes

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    submitted  ·  14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ashlee Mansel supported this idea  · 

  3. Practice Manager - Relationship Type

    169 votes

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    submitted  ·  42 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ashlee Mansel supported this idea  · 

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

    97 votes

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

  5. Practice Manager | Add Non-Clients for use in a Relationship

    42 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ashlee Mansel supported this idea  · 

  6. XPM - Lock timesheets when a draft final invoice has been prepared.

    46 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ashlee Mansel supported this idea  · 

  7. Email Settings - Set which users to receive Bank account change notification

    72 votes

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    submitted  ·  31 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Ashlee Mansel supported this idea  · 

  8. XPM - Ability to view Job's state history

    59 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ashlee Mansel supported this idea  · 

  9. Practice Manager - Audit trail for client history

    292 votes

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

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Ashlee Mansel supported this idea  ·