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10 results found

  1. XPM - Option to rename and/or disable unwanted "Business Structure" types

    4 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Krystle Brandstater shared this idea  · 

  2. Practice Manager | Jobs - Bulk Reallocate Staff in Recurring Jobs

    41 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Krystle Brandstater supported this idea  · 

  3. Practice Manager - Ability to archive Client Groups

    27 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Krystle Brandstater supported this idea  · 

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

    8 votes

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

  5. Practice Manager - Relationship Type

    173 votes

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    submitted  ·  44 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Krystle Brandstater supported this idea  · 

  6. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    132 votes

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

    Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;

    • There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
    • The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below


    Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync

    • Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
      • This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
    Krystle Brandstater supported this idea  · 

  7. Practice Manager | Staff - Report/list of charge out rates

    32 votes

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

  8. XPM - Relationships - Add Share Class Type

    66 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Krystle Brandstater supported this idea  · 

  9. Practice Manager - Highlight/banner for notes

    154 votes

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

    Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.

    Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.

    Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.

    We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.

    Krystle Brandstater supported this idea  · 

  10. AU Tax - Exclude Client's Bank details and DOB when sending lodged return

    22 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Krystle Brandstater supported this idea  ·