Settings and activity
4 results found
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48 votes
Dylan Davis
    
 supported this idea
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56 votes
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Dylan Davis
    
 commented
          
        This will save so much time. Please can you action this ASAP.
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56 votes
Dylan Davis
    
 supported this idea
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Dylan Davis
    
 commented
          
        How has something this crucial to report building not been actioned yet!?!?
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Dylan Davis
    
 commented
          
        I completely agree. It can be a very tedious and time consuming process when old messy charts of account which have been imported from old accounting systems (and now archived in Xero) appear each time we want to customise report layouts (both advisor reports and general user reports). It would also be very useful to be able to see the current $$ values of accounts when customising reports
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180 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
Dylan Davis
    
 supported this idea
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        An error occurred while saving the comment 
Dylan Davis
    
 commented
          
        Absolutely essential! Can't believe this hasn't been actioned already
 
Please add this as a feature. The current timesheet entry layout makes it hard to track what you have done through a day. It means some work is missed. Being able to visually see your timesheet in a calendar would really help.