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Settings and activity

31 results found

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

    13 votes

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    submitted  ·  5 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  · 

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

    42 votes

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

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

    96 votes

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    submitted  ·  30 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Carey Batchelor supported this idea  · 

  4. XPM - Disburse Xero subscriptions to clients

    19 votes

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    8 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  · 

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

    26 votes

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

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

    65 votes

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    submitted  ·  14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Carey Batchelor supported this idea  · 

  7. 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  · 

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

    86 votes

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    19 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  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

    116 votes

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

  10. Practice Manager - Audit trail for client history

    285 votes

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    31 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  · 

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

    6 votes

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