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9 results found

  1. Practice Manager - Report for the Total Invoiced per staff

    3 votes
    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Samantha Campbell supported this idea  · 

  2. Practice Manager | Client List - Export with all data

    38 votes
    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Samantha Campbell commented  · 

    We are merging 5 XPMs into one so all our client data is together and we have now been advised we have to manually add the ABN branch number and all client bank details manually, either into the import CSV or directly into the client profiles due to the fact that this information is not able to be exported with client data into a report. This is ridiculous, especially when it exports the ABN, you would think the branch number would be a no brainer! We now have over 5000 clients to update these details in manually for.

    Samantha Campbell supported this idea  · 

  3. Practice Manager | Clients - Date of death field for client details

    248 votes
    submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Samantha Campbell supported this idea  · 

  4. XPM - Update client details via API

    15 votes
    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Samantha Campbell supported this idea  · 

  5. Practice Manager - Bulk Data Updates

    49 votes
    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Samantha Campbell supported this idea  · 

  6. Practice Manager - Set which fields are mandatory on client profile

    10 votes
    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Samantha Campbell supported this idea  · 

  7. Xero Tax - Column to show who owns the tax return

    1 vote
    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Samantha Campbell commented  · 

    Would love to have the ability to add columns in the Tax Return section/tabs such as Partner or Manager so you can see who the return belongs to without having to go into the return or the client.

    Samantha Campbell shared this idea  · 

  8. Xero Tax - Archive Draft tax returns

    11 votes
    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Samantha Campbell supported this idea  · 

  9. Xero Tax(AU) - Tab for Returned

    18 votes
    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Samantha Campbell supported this idea  ·