Settings and activity

11 results found

1. XPM - Place of Birth field

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Sian De Boynton commented  ·  06 February, 2025  ·  Edit…  ·  delete…

   Agreed

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   Sian De Boynton supported this idea  ·  06 February, 2025

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

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Sian De Boynton supported this idea  ·  20 March, 2024

3. Practice Manager | Client - Copy a client (including all contacts)

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

   Thanks for starting the idea here, Renee. 

   Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
   
   If the last, we have a similar idea over here that I can join you in with. 🙂

   Sian De Boynton supported this idea  ·  20 March, 2024

4. Practice Manager | New Client - Option to add Staff

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   6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Sian De Boynton supported this idea  ·  20 March, 2024

5. XPM - Bulk Import of Recurring Jobs

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Sian De Boynton supported this idea  ·  20 March, 2024

6. Practice Manager - Update multiple Client Group Details at once

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Sian De Boynton supported this idea  ·  20 March, 2024

7. XPM - Bulk email update of a client

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   submitted  ·  1 comment  ·  For accountants & bookkeepers  ·  delete…  ·  Admin →
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   Sian De Boynton supported this idea  ·  20 March, 2024

8. Practice Manager | Clients - Bulk look up and update

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

   
   

   Sian De Boynton supported this idea  ·  20 March, 2024

9. Practice Manager - Bulk Data Updates

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Sian De Boynton supported this idea  ·  20 March, 2024

10. XPM - Reassign client in bulk

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    10 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Sian De Boynton supported this idea  ·  20 March, 2024

11. Xero Tax(AU) - Edit cover letter

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Sian De Boynton commented  ·  12 October, 2023  ·  Edit…  ·  delete…

    Totally agree with Janet Sucur's comment.

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    Sian De Boynton supported this idea  ·  12 October, 2023