Settings and activity

4 results found

1. Practice Manager - Bulk update jobs via import

   28 votes

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   submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Ricky Nguyen commented  ·  11 August, 2025  ·  Edit…  ·  delete…

   I was directed to this Feature Request by Xero support because importing custom field values currently doesn't work. Importing custom fields are only available for Clients and Contacts. Would be great if this was also possible for Jobs.

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   Ricky Nguyen supported this idea  ·  11 August, 2025

2. Practice Manager | Xero Tax (AU) - Link Tax Return to a job once it's been created

   63 votes

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   submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Ricky Nguyen supported this idea  ·  21 March, 2025

3. XPM Job filters - Add custom fields to Job Manager

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   submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Ricky Nguyen supported this idea  ·  23 October, 2024

4. Workpapers - Prepare on Cash basis

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Ricky Nguyen supported this idea  ·  15 August, 2024