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109 results found

  1. Practice Manager | New Client - Option to add Staff

    39 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kimberly Anthony supported this idea  · 

  2. Practice Manager | Timesheet - Manage job status

    64 votes

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

  3. Practice Manager | Client List - Export with all data

    38 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kimberly Anthony supported this idea  · 

  4. XPM - Add Pause button

    153 votes

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

    Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.

    However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.

    We will keep let you know if there is any progression to share here.

    Kimberly Anthony supported this idea  · 

  5. Report Codes - Custom or more User defined

    190 votes

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    submitted  ·  10 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Kimberly Anthony supported this idea  · 

  6. Hubdoc - Convert bank statement to csv file

    275 votes

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    49 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

    Kimberly Anthony supported this idea  · 

  7. Workpapers - Integrate with the Xero trial balance

    86 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Kimberly Anthony supported this idea  · 

  8. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    94 votes

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    12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kimberly Anthony supported this idea  · 

  9. 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.

    Kimberly Anthony supported this idea  · 
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