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Settings and activity

11 results found

  1. Xero HQ | Client list - Option to view client codes

    15 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Craig Wisnewski supported this idea  · 
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    Craig Wisnewski commented  · 

    It would be great if the client code could appear near the client name on the client record. We have it set up as a custom field but this is three quarters of the way down the client page screen.

  2. XPM - Be able to look up client based on their client code

    26 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Craig Wisnewski 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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    Craig Wisnewski supported this idea  · 

  4. XPM - Reassign client in bulk

    68 votes

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

  5. Practice Manager - Audit trail for client history

    196 votes

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    submitted  ·  20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Craig Wisnewski supported this idea  · 

  6. XPM - Create a registered office field on contact details for companies

    98 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Craig Wisnewski supported this idea  · 

  7. XPM - Add graphs to the dashboard for manager

    4 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Craig Wisnewski supported this idea  · 

  8. XPM - Add Pause button

    151 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.

    Craig Wisnewski supported this idea  · 

  9. Practice Manager - RECURRING invoices in XPM

    11 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Craig Wisnewski supported this idea  · 

  10. XPM | Job Manager - Budget % based on Dollars $ not time

    12 votes

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

  11. XPM | Job Manager - Add notes column with option to add note

    39 votes

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    under review  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Craig Wisnewski supported this idea  ·