Skip to content
← Share and support customer ideas for Xero

Settings and activity

5 results found

  1. XPM - Add multiple email addresses for client

    350 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Richard Wilson commented  · 

    This is such a simple request that should be added straight away!!

    Richard Wilson supported this idea  · 

  2. XPM: Add 'Automatically Retrieve from ATO' field to Report Builder

    22 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Richard Wilson supported this idea  · 

  3. Practice Manager | Search - Client code, email address, TFN and mobile number

    17 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks 

    Richard Wilson supported this idea  · 

  4. XPM - Replace the fax number field with mobile phone number

    64 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Richard Wilson supported this idea  · 

  5. AU Tax - Ability to include client phone number

    29 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Richard Wilson commented  · 

    We just moved from HandiTax to Xero Tax and am very surprised how backwards Xero is at this.

    Support have advised that the mobile number and email address fields have to be manually entered ever though this data is in XPM.

    For the day time number, shouldn't this be the clients number and not the
    tax agent's as it appears in the clients contact details section when you print the return?

    Seems a little backwards to me...

    Richard Wilson supported this idea  ·