Settings and activity

11 results found

1. XPM - Place of Birth field

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

   Hi team, Xero Partner Hub was recently announced at Xerocon and will bring with it a whole heap of great changes we know our partners have been wanting to see. When building this, our team paid great attention to what our partners had been asking for in Product ideas and I'm pleased to share that within the new client experiences there will be a new field for Place of Birth on a Clients record. 😊 We appreciate your support through the product idea forums and will keep you updated as this rolls out. In the meantime find out more about the Xero Partner Hub on our website.

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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)

   14 votes

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   submitted  ·  5 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)

   55 votes

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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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   7 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  ·  3 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  ·  5 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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    11 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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    28 votes

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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