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Settings and activity

9 results found

  1. Practice Manager - Add Tax Returns tab to client group view

    1 vote

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

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

    58 votes

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

  3. Practice Manager - Add Relationship type

    73 votes

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

    Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.

    Ashlee Mansel supported this idea  · 

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

    92 votes

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    10 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

    36 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.

    39 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

    45 votes

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    submitted  ·  14 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

    32 votes

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    submitted  ·  5 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

    198 votes

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    submitted  ·  21 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ashlee Mansel supported this idea  ·