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18 results found

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

    195 votes

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

  2. 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  · 

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

    22 votes

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

  4. Xero Tax | Search - By Client ID Code

    22 votes

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

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

    10 votes

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    2 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 

    Carey Batchelor supported this idea  · 

  6. XPM - Search by TFN or ABN

    13 votes

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

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

    9 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  · 

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

    28 votes

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

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

    61 votes

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    submitted  ·  15 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Carey Batchelor supported this idea  · 

  10. XPM - Disburse Xero subscriptions to clients

    4 votes

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    3 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  · 

  11. Add Groups to Job Manager filtering/sorting columns

    15 votes

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

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

    48 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor supported this idea  · 

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

    9 votes

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

  14. XPM - Comment field in Job Manager view

    39 votes

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    under review  ·  1 comment  ·  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.

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

    60 votes

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

  16. Practice Manager - Audit trail for client history

    70 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor supported this idea  · 

  17. XPM | Clients - Other name should be middle name

    3 votes

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

  18. Practice Manager: Job Costs - Ability to move to another job

    26 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor commented  · 

    Definately need this, so inconvenient to have to delete cost and reenter on correct job.

    Carey Batchelor supported this idea  ·