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Settings and activity

5 results found

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

    40 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

    24 votes

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    submitted  ·  5 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

    213 votes

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    submitted  ·  21 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

    63 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

    336 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  ·