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8 results found

  1. Practice Manager | Search - Client code, email address, TFN and mobile number

    10 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 Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks 

    Debra Hancock supported this idea  · 

  2. XPM - Add multiple email addresses for client

    292 votes

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    submitted  ·  19 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Debra Hancock supported this idea  · 

  3. Practice Manager | Client Reporting - 'Date Added' field

    12 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Debra Hancock supported this idea  · 

  4. XPM - Replace the fax number field with mobile phone number

    46 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Debra Hancock supported this idea  · 

  5. Practice Manager | Clients - Date of death field for client details

    195 votes

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    submitted  ·  21 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Debra Hancock supported this idea  · 

  6. Practice Manager - Add Relationship type

    63 votes

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

    Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.

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    Debra Hancock commented  · 

    The option of unitholder would be great along with Sibling and Executor. It would also be good to have an option of De facto as another option to Spouse.

    Debra Hancock supported this idea  · 

  7. Practice Manager: Job Costs - Ability to move to another job

    26 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Debra Hancock commented  · 

    Agree completely with this process being added. Would be great to have the same process as moving timesheets.

    Debra Hancock supported this idea  · 

  8. Xero Tax - PAYG Instalments Estimate For Individuals pre-ticked

    12 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Debra Hancock supported this idea  ·