Settings and activity

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1. Practice Manager | Report - Client Search

   20 votes

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Sharon Voisey commented  ·  26 August, 2024  ·  Edit…  ·  delete…

   I agree. The time it takes to run this report is inefficient.

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   Sharon Voisey supported this idea  ·  26 August, 2024

2. Contact name defaults to the Job Manager in Xero Tax Return

   3 votes

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   0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Sharon Voisey supported this idea  ·  12 August, 2024

3. Practice Manager | Permissions - Staff ability to view billing client

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Sharon Voisey shared this idea  ·  23 July, 2024

4. XPM - Apply Access Restrictions to Client tab

   39 votes

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   submitted  ·  18 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Sharon Voisey supported this idea  ·  02 May, 2024