Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Practice Manager - Set which fields are mandatory on client profile

    54 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  15 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Matthew Kajewski commented  · 

    This enhancement will allow us to have the option to select which custom fields in XPM is mandatory when creating a new client record. This requirement will ensure data integrity of XPM client records and avoid new client records being created with critical fields missing. In addition, this enhancement will ensure our practice can meet our compliance requirements and due diligence process. It is a must for all accounting practices!

  2. Practice manager | Clients - History (new clients and amendments)

    44 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Matthew Kajewski commented  · 

    This is extremely important for us because changes are happening more and more without knowing why and/or who is making the changes.

    Matthew Kajewski supported this idea  ·