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21 results found

  1. Practice Manager - Relationship Type

    90 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Nicole Hart supported this idea  · 

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

    31 votes

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

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

    28 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Nicole Hart supported this idea  · 

  4. XPM - Bulk Import of Recurring Jobs

    53 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Nicole Hart supported this idea  · 

  5. XPM - Reassign client in bulk

    72 votes

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

  6. 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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    Nicole Hart supported this idea  · 

  7. Reports - Add quantity column to reports

    224 votes

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    16 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Nicole Hart supported this idea  · 

  8. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    117 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;

    • There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
    • The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below


    Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync

    • Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
      • This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
    Nicole Hart supported this idea  · 

  9. Practice Manager - TPAR Form

    43 votes

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

  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  ·  Admin →
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    Nicole Hart supported this idea  · 

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

    51 votes

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    8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  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  · 

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

    35 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Nicole Hart supported this idea  · 

  13. XPM - Comment field in Job Manager view

    46 votes

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

    Hi community, thanks for your input in this idea. A comment field in Job Manager is something that our product team would like to explore, however there are other items that need their attention at this time.

    For now, we'll move this back to submitted, and will update when there are any further changes to share on this with you all, here.

    Nicole Hart supported this idea  · 

  14. Xero HQ - Staff Audit Log

    16 votes

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

  15. XPM - Report audit trail

    9 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Nicole Hart supported this idea  · 

  16. Practice Manager | Reporting on Job States

    14 votes

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

  17. 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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    Nicole Hart supported this idea  · 

  18. Practice Manager - Bulk update jobs via import

    22 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Nicole Hart shared this idea  · 

  19. Practice Manager - Delete multiple jobs

    16 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Nicole Hart supported this idea  · 

  20. Practice Manager - Bulk Data Updates

    43 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Nicole Hart supported this idea  · 
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