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5 results found

  1. Practice Manager - Use Collaboration Manager to automatically add Notes to clients

    2 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Keira Borg shared this idea  · 

  2. Practice Manager - Keep user signed in when moving between the 'Clients' & 'Jobs' tabs

    20 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Keira Borg supported this idea  · 

  3. XPM - Edit Client Page Layout

    15 votes

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    8 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Good news, team! We've had a close eye on all ideas around managing your practice in the forums here, and as you may have heard we have a new experience coming to all practices soon with the Xero Partner Hub 😊

    Bringing client experiences together from Xero HQ and Practice Manager you'll soon have an improved client layout, where you can customise your client list columns to see the data that'll help you manage your clients efficiently.

    Find more on what you'll get with the Xero Partner Hub through our website.

    Keira Borg supported this idea  · 

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

    139 votes

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    22 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.

    You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.

    This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.

    We'll continue to keep a close eye on the support here, and share if there's any progress.

    Keira Borg supported this idea  · 

  5. XPM - Create a registered office field on client details for companies

    119 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Keira Borg supported this idea  ·