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Settings and activity

3 results found

  1. Practice Manager - Display Name for clients

    29 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Eleonora Yazici commented  · 

    It is essential to use the Groups function to group your clients, easy to identify if client is a group.

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

    63 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Eleonora Yazici supported this idea  · 

  3. XPM - Reassign client in bulk

    68 votes

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    8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Eleonora Yazici supported this idea  ·