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Settings and activity

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  1. XPM - Add an Account Manager column to the client list

    6 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Trisha Walsh commented  · 

    It would be very useful to be able to customise All Clients view with your own selection of criteria, not just name, phone number and address. Being able to see the client manager would be beneficial. To be able to select your own choice of fields would be ideal.

    Trisha Walsh supported this idea  · 

  2. Practice Manager - Audit trail for client history

    277 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.

    Trisha Walsh supported this idea  ·