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Settings and activity

26 results found

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

    62 votes

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    submitted  ·  13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor supported this idea  · 

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

    23 votes

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

  3. XPM - Comment field in Job Manager view

    46 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 community, thanks for your input in this idea. A comment field in Job Manager is something that our product team would like to explore, however there are other items that need their attention at this time.

    For now, we'll move this back to submitted, and will update when there are any further changes to share on this with you all, here.

    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.

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

    109 votes

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

  5. Practice Manager - Audit trail for client history

    259 votes

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

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Carey Batchelor supported this idea  · 

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

    5 votes

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