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5 results found

  1. Practice Manager - Link multiple Xero organisations to one XPM profile

    39 votes

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

  2. 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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    Felicity Castensen supported this idea  · 

  3. XPM - Add multiple email addresses for client

    379 votes

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

    Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.

    This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.

    Felicity Castensen supported this idea  · 

  4. Practice Manager - Audit trail for client history

    291 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.

    Felicity Castensen supported this idea  · 

  5. Notification | Xero Tax - Email when a return goes to Error tab

    114 votes

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    15 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.

    While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂

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    Felicity Castensen commented  · 

    This is very important. Especially when lodging returns close to deadline.

    Felicity Castensen supported this idea  ·