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9 results found

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

    55 votes

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    6 comments  ·  Practice tools  ·  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  · 

  2. Practice tools | New Client - Option to add Staff

    41 votes

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    7 comments  ·  Practice tools » Clients  ·  Admin →
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    Sian De Boynton supported this idea  · 

  3. XPM - Bulk Import of Recurring Jobs

    74 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Sian De Boynton supported this idea  · 

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

    29 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Sian De Boynton supported this idea  · 

  5. Practice Tools | Clients - Bulk email update of a client

    22 votes

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    submitted  ·  2 comments  ·  Practice tools » Clients  ·  Admin →
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    Sian De Boynton supported this idea  · 

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

    31 votes

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    4 comments  ·  Practice tools  ·  Admin →
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    Sian De Boynton supported this idea  · 

  7. Practice Manager - Bulk Data Updates

    58 votes

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    5 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we thoroughly appreciate your engagements with us here, and helping us understand future improvements that could enhance your use of Xero for managing your practice.

    As you'll have likely seen we are in the process of releasing new client and staff experiences to unify our practice tools under what will soon become Xero Partner Hub.

    With the current work in progress we want to be open that bulk updates like what's being asked here aren't in the roadmap atm, however this will be something we consider as we keep revising our roadmaps. If there are any updates we will share on this idea.

    Sian De Boynton supported this idea  · 

  8. XPM - Reassign client in bulk

    83 votes

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    11 comments  ·  Practice tools  ·  Admin →
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    Sian De Boynton supported this idea  · 

  9. Xero Tax(AU) - Edit cover letter

    30 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Sian De Boynton commented  · 

    Totally agree with Janet Sucur's comment.

    Sian De Boynton supported this idea  ·