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25 results found

  1. Practice Manager: JOB COSTS & MILESTONES - option to add or remove when copying a job

    15 votes

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

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

    34 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor commented  · 

    Crazy that this hasn't been done yet. You can move timesheets but not costs.

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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  · 

  3. Practice Manager | Jobs - Ability to update job Tax Return is associated

    51 votes

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

    Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.

    Carey Batchelor supported this idea  · 

  4. XPM - Sync contact groups to Xero

    3 votes

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

  5. Practice Manager | Entities with the same name - Trusts & Superfunds

    14 votes

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

  6. Practice Manager - Display Name for clients

    30 votes

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    submitted  ·  8 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  · 

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

    40 votes

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

  8. Practice Manager - Search custom fields

    14 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  · 

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

    17 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  · 

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

    240 votes

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    submitted  ·  22 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor supported this idea  · 

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

    15 votes

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

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

    27 votes

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

  13. Xero Tax | Search - By Client ID Code

    28 votes

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

  14. XPM - Search by TFN or ABN

    22 votes

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

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

    12 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  · 

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

    37 votes

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

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

    78 votes

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    submitted  ·  23 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Carey Batchelor supported this idea  · 

  18. XPM - Disburse Xero subscriptions to clients

    10 votes

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    6 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  · 

  19. Add Groups to Job Manager filtering/sorting columns

    18 votes

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

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

    58 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor supported this idea  · 
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