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9 results found

  1. Practice Manager | New Client - Option to add Staff

    39 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Tinus Steenkamp supported this idea  · 

  2. Report Codes - Custom or more User defined

    186 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Tinus Steenkamp supported this idea  · 

  3. XPM - Add multiple email addresses for client

    346 votes

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

  4. Practice Manager | Job Manager - Bulk assign staff via import

    17 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Tinus Steenkamp commented  · 

    I wonder how much people would pay per month for an add on app to Xero Practice Manager that solves this problem as well as the problem with recurring jobs not having a creation date. Maybe one could make such an app update the created jobs that's linked to the original template when changes are made to the original template as well.

    Tinus Steenkamp shared this idea  · 

  5. Practice Manager | Recurring Jobs - 2 date fields (Issue date & work start date)

    15 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Tinus Steenkamp commented  · 

    Any update on this proposal? We are also very interested in this functionality.

    Tinus Steenkamp supported this idea  · 

  6. Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs

    35 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Tinus Steenkamp supported this idea  · 

  7. XPM | Jobs - Ability to specify due date for recurring jobs

    3 votes

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

  8. Practice Manager - Search custom fields

    14 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Tinus Steenkamp commented  · 

    Would like to see the ability to search for clients based on company registration number, we also create custom fields for other tax registration numbers such as VAT and PAYE and would like to be able to find the client based on these numbers. Reason for this being tax authorities in South Africa tend to send communications with only the tax number in the communication and not the tax payer name.

    Tinus Steenkamp supported this idea  · 

  9. Practice Manager | Client List - Export with all data

    37 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Tinus Steenkamp supported this idea  ·