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31 results found

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

    15 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Carey Batchelor commented  · 

    Definately need this and without the spaces fields too!

    Carey Batchelor supported this idea  · 

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

    46 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Carey Batchelor supported this idea  · 

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

    108 votes

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    submitted  ·  34 comments  ·  Users & setup » User permissions  ·  Admin →
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    Carey Batchelor supported this idea  · 

  4. XPM - Disburse Xero subscriptions to clients

    22 votes

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    8 comments  ·  Practice tools  ·  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  · 

  5. XPM Job filters - Add custom fields to Job Manager

    29 votes

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    submitted  ·  9 comments  ·  Practice tools  ·  Admin →
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    Carey Batchelor supported this idea  · 

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

    71 votes

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    submitted  ·  15 comments  ·  Practice tools  ·  Admin →
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    Carey Batchelor supported this idea  · 

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

    24 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Carey Batchelor supported this idea  · 

  8. XPM | Job Manager - Add notes column with option to add note

    101 votes

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    22 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update 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.

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

    119 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Carey Batchelor supported this idea  · 

  10. Practice Manager - Audit trail for client history

    309 votes

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    34 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

    As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

    History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

    Carey Batchelor supported this idea  · 

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

    7 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Carey Batchelor shared this idea  · 
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