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Settings and activity

9 results found

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

    240 votes

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    submitted  ·  22 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Melanie Zander supported this idea  · 

  2. XPM - Add multiple email addresses for client

    350 votes

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    submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Melanie Zander supported this idea  · 

  3. XPM - Ability to view Job's state history

    34 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Melanie Zander supported this idea  · 

  4. XPM - Reassign client in bulk

    72 votes

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    8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Melanie Zander supported this idea  · 

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

    104 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Melanie Zander supported this idea  · 

  6. Practice Manager - Audit trail for client history

    234 votes

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    submitted  ·  25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Melanie Zander supported this idea  · 

  7. Invoice - Edit invoice without removing the payment

    28 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Melanie Zander supported this idea  · 

  8. Reporting: Account Transactions Report - Show Files icon & number attached

    91 votes

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    submitted  ·  23 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Melanie Zander commented  · 

    This would be extremely helpful when doing an audit

    Melanie Zander supported this idea  · 

  9. Quotes - Title and Summary to flow through to Sales Invoices

    191 votes

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    submitted  ·  113 comments  ·  For small businesses » Business features  ·  Admin →
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    Melanie Zander commented  · 

    Huge time saver

    Melanie Zander supported this idea  ·