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9 results found

  1. XPM - Report on Fee from Refund Field

    20 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)

    70 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ashlee Mansel supported this idea  · 

  3. Practice Manager - Relationship Type

    181 votes

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

    Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.

    While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.

    We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.

    Ashlee Mansel supported this idea  · 

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

    99 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

    46 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

    86 votes

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    submitted  ·  43 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

    61 votes

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    submitted  ·  12 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

    308 votes

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

    Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

    As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

    History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

    Ashlee Mansel supported this idea  ·