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23 results found

  1. sync contact groups to xero

    2 votes

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    0 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Carey Batchelor supported this idea  · 

  2. Entities with the same name - Trusts & Superfunds

    5 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor supported this idea  · 

  3. Practice Manager - Display Name for clients

    20 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor commented  · 

    This would also help with the integration of Xero Blue which we use for invoicing, as Xero blue doesn't accept duplicate names and mixes up contacts based on identical client names and you end up sending the invoice to the wrong client.

    Carey Batchelor supported this idea  · 

  4. XPM - Lock timesheets when a draft final invoice has been prepared.

    27 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor supported this idea  · 

  5. Practice Manager - Search custom fields

    13 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor commented  · 

    Agreed!

    Carey Batchelor supported this idea  · 

  6. Practice Manager | Search - Client code, email address, TFN and mobile number

    12 votes

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

    Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks 

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    Carey Batchelor commented  · 

    This would definately be an advantage, since we may have 2 clients with the same name, searching by TFN is critical. I also think Renea meant that searching client contacts within practice manager.

    Carey Batchelor supported this idea  · 

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

    207 votes

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    submitted  ·  21 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor supported this idea  · 

  8. Xero HQ | Client list - Option to view client codes

    13 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Carey Batchelor supported this idea  · 

  9. XPM - Be able to look up client based on their client code

    23 votes

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

  10. Xero Tax | Search - By Client ID Code

    24 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Carey Batchelor supported this idea  · 

  11. XPM - Search by TFN or ABN

    16 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor supported this idea  · 

  12. Xero Practice Manager - Add copy button next to client details (TFN, ABN, etc)

    11 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor commented  · 

    Definately need this and without the spaces fields too!

    Carey Batchelor supported this idea  · 

  13. Practice Manager | Add Non-Clients for use in a Relationship

    30 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor supported this idea  · 

  14. Permissions | Contacts - Private or limited access to certain contacts

    68 votes

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    submitted  ·  20 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Carey Batchelor supported this idea  · 

  15. XPM - Disburse Xero subscriptions to clients

    7 votes

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    4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor commented  · 

    actually good article on how to treat these disbursements as recurring invoices - no need to have a job to attach to - https://support.linkacademy.com/hc/en-us/articles/360001254895-How-to-Manage-Xero-Subscriptions-Invoiced-Separately-from-Accounting-Fees-in-XPM

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    Carey Batchelor commented  · 

    how do other firms handle this?

    Carey Batchelor supported this idea  · 

  16. Add Groups to Job Manager filtering/sorting columns

    17 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor supported this idea  · 

  17. Practice Manager - Ability to merge contacts (not clients)

    53 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor supported this idea  · 

  18. Practice Manager - Stop costs/disbursements being added to a Closed Job

    14 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor supported this idea  · 

  19. XPM - Comment field in Job Manager view

    41 votes

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    under review  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor supported this idea  · 
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    Carey Batchelor commented  · 

    we use notes in the job for this and yes would be good to be able to view the notes from the job manager view.

  20. XPM - Create a registered office field on contact details for companies

    73 votes

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