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

    95 votes

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    12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Mark Penkethman commented  · 

    copy the functionality of access Handisoft to be able to hide details of partners and their own entities from staff in XPM. They can see TFN for example. In Handisoft they can'r even see an address much less who in in the partners private group.

    Mark Penkethman supported this idea  · 

  2. Practice Manager | Entities with the same name - Trusts & Superfunds

    16 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Mark Penkethman supported this idea  · 

  3. Practice Manager - Audit trail for client history

    280 votes

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

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Mark Penkethman supported this idea  ·