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10 results found

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

    12 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sian De Boynton supported this idea  · 

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

    53 votes

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

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

    39 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sian De Boynton supported this idea  · 

  4. XPM - Bulk Import of Recurring Jobs

    53 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sian De Boynton supported this idea  · 

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

    23 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sian De Boynton supported this idea  · 

  6. XPM - Bulk email update of a client

    16 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers  ·  Admin →
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    Sian De Boynton supported this idea  · 

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

    28 votes

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    4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sian De Boynton supported this idea  · 

  8. Practice Manager - Bulk Data Updates

    43 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sian De Boynton supported this idea  · 

  9. XPM - Reassign client in bulk

    72 votes

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    8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sian De Boynton supported this idea  · 

  10. Xero Tax(AU) - Edit cover letter

    23 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sian De Boynton commented  · 

    Totally agree with Janet Sucur's comment.

    Sian De Boynton supported this idea  ·