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12 results found

  1. Automatic Email address update in Xero Blue from XPM

    7 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Laura Sinclair supported this idea  · 

  2. Report on client bank details inc fields BSB, Account number, Account name.

    3 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Laura Sinclair supported this idea  · 

  3. XPM - Report on Fee from Refund Field

    10 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Laura Sinclair supported this idea  · 

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

    55 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Laura Sinclair commented  · 

    Disappointed to not hear anything about this today at the Roadshow. It's something we've been told has been in the works for some time, but haven't heard an update in a while.

    We have the ability to re-use contacts for new entities being added to XPM, but we need an efficient way to merge our pre-existing contacts. It is crucial to using integrations such as CAS360 and Class as more duplicates are coming through when enabling these plugins.

    Any update on this would be appreciated - thanks Xero.

    Laura Sinclair supported this idea  · 

  5. XPM - Create a registered office field on contact details for companies

    90 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Laura Sinclair commented  · 

    This would be extremely helpful, especially with the CAS360 integration. We have so many companies we can't match as the address in CAS360 is the registered office (our address) but in XPM we have the address that we send everything to. This would significantly improve the integration.

    Laura Sinclair supported this idea  · 

  6. Practice Manager - Audit trail for client history

    168 votes

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    submitted  ·  18 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Laura Sinclair supported this idea  · 

  7. Xero tax - Separate 'Client To Sign' & 'Tax Agent to Sign' lists

    89 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Laura Sinclair supported this idea  · 

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

    34 votes

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

  9. Invoices - Allocate write offs to specific staff

    5 votes

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

  10. XPM | Job Manager - Add notes column with option to add note

    37 votes

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    under review  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Laura Sinclair supported this idea  · 

  11. XPM - Comment field in Job Manager view

    43 votes

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    under review  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Laura Sinclair supported this idea  · 

  12. 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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    Laura Sinclair supported this idea  ·