Settings and activity

21 results found

1. Practice Manager - Relationship Type

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   submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Nicole Hart supported this idea  ·  13 November, 2024

2. Practice Manager - 'Sticky Note' on client home page

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Nicole Hart supported this idea  ·  13 November, 2024

3. XPM - Job Budgets easily seen under the Jobs tab

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Nicole Hart supported this idea  ·  13 November, 2024

4. XPM - Bulk Import of Recurring Jobs

   52 votes

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Nicole Hart supported this idea  ·  13 November, 2024

5. XPM - Reassign client in bulk

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   8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Nicole Hart supported this idea  ·  13 November, 2024

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

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   submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Nicole Hart supported this idea  ·  13 November, 2024

7. Reports - Add quantity column to reports

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   14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Nicole Hart supported this idea  ·  13 November, 2024

8. Automatic Email address update in Xero Blue from XPM

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   0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Nicole Hart supported this idea  ·  13 November, 2024

9. Practice Manager - TPAR Form

   43 votes

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   submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Nicole Hart supported this idea  ·  13 November, 2024

10. Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job

    12 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Nicole Hart supported this idea  ·  06 November, 2024

11. XPM - Select Multiple Jobs to bulk change the job status

    34 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Nicole Hart supported this idea  ·  06 November, 2024

12. Practice Manager | Jobs - Ability to update job Tax Return is associated

    49 votes

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

    Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.

    Nicole Hart supported this idea  ·  06 November, 2024

13. XPM - Comment field in Job Manager view

    46 votes

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    under review  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Nicole Hart supported this idea  ·  06 November, 2024

14. Xero HQ - Staff Audit Log

    14 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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    Nicole Hart supported this idea  ·  06 November, 2024

15. XPM - Report audit trail

    9 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Nicole Hart supported this idea  ·  06 November, 2024

16. Practice Manager | Reporting on Job States

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Nicole Hart supported this idea  ·  06 November, 2024

17. Practice Manager - Audit trail for client history

    196 votes

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    submitted  ·  20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Nicole Hart supported this idea  ·  06 November, 2024

18. Practice Manager - Bulk update jobs via import

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Nicole Hart shared this idea  ·  27 April, 2023

19. Practice Manager - Delete multiple jobs

    16 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Nicole Hart supported this idea  ·  27 April, 2023

20. Practice Manager - Bulk Data Updates

    42 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Nicole Hart supported this idea  ·  27 April, 2023