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Settings and activity

5 results found

  1. Practice manager | Clients - History (new clients and amendments)

    42 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    CVA Alexandra Rozvadska commented  · 

    Having the option to see who had updated client details and when, how Xero has it under the Activity. Having a trail of the updates. Could be part of the security when updating client details.

    CVA Alexandra Rozvadska supported this idea  · 

  2. XPM - Be able to look up client based on their client code

    27 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    CVA Alexandra Rozvadska shared this idea  · 

  3. Practice Manager | Clients - Date of death field for client details

    248 votes

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    submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    CVA Alexandra Rozvadska supported this idea  · 

  4. Practice Manager | Timesheet - Manage job status

    64 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    CVA Alexandra Rozvadska supported this idea  · 

  5. XPM - Add multiple email addresses for client

    361 votes

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

    Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.

    This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.

    CVA Alexandra Rozvadska supported this idea  ·