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9 results found

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

    39 votes
    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

    192 votes
    submitted  ·  11 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Tinus Steenkamp supported this idea  · 

  3. XPM - Add multiple email addresses for client

    361 votes
    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.

    Tinus Steenkamp supported this idea  · 

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

    18 votes
    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    An error occurred while saving the comment
    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)

    16 votes
    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    An error occurred while saving the comment
    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

    38 votes
    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

    4 votes
    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

    15 votes
    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    An error occurred while saving the comment
    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

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