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6 results found

  1. Practice Manager - Staff permissions for PLS/ELS Management only

    13 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Anna Kroehn commented  · 

    Ditto - this is a necessary feature!!

  2. Practice Manager | Client - Date of Birth

    152 votes

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

    Hi community, thanks for all your inputs and support in this idea so far. 

    💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business. 


    If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here. 

    Anna Kroehn supported this idea  · 

  3. Practice Manager | Clients - Date of death field for client details

    246 votes

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    submitted  ·  23 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Anna Kroehn supported this idea  · 

  4. XPM - Add multiple email addresses for client

    357 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.

    Anna Kroehn supported this idea  · 

  5. XPM - ability to alter view of client info

    1 vote

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Anna Kroehn shared this idea  · 

  6. History | Practice Manager - Audit trail for changing/updating the Partner and/or Manager

    6 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Anna Kroehn commented  · 

    Would be great to be able to access an audit trail of changes within XPM to determine who has made changes to client records (addresses, emails etc) within this database. Will help to assist in working out who's been involved in changing records when issues arise.

    Anna Kroehn supported this idea  ·