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3 results found

  1. Cash Coding - Date filter for Cash Coding

    9 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Dana Murdoch shared this idea  · 

  2. Practice Manager - Dashboard for client bank feed status

    95 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Dana Murdoch supported this idea  · 

  3. Practice Manager - Relationship Type

    181 votes

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    49 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.

    While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.

    We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.

    Dana Murdoch supported this idea  ·