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7 results found

  1. Practice Manager | Ability to send reminders for GST to clients

    7 votes

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

  2. Xero HQ - Document Packs automated reminders

    27 votes

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    7 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.

    We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!

    Kate King supported this idea  · 

  3. Xero HQ Ask - Automatically send due date reminders

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Kate King supported this idea  · 

  4. Ask Queries - Automated reminder notification

    16 votes

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    1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Kate King supported this idea  · 

  5. XPM - Add column for Email to Client list

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kate King shared this idea  · 

  6. Practice Manager | Client Report - Include primary contact

    75 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kate King supported this idea  · 

  7. XPM - Add multiple email addresses for client

    359 votes

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    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.

    Kate King supported this idea  ·