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5 results found

  1. 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. 🙂

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    Sharon Voisey commented  · 

    To be able to duplicate a client to stop typing in all duplicated information would be fabulous.
    It would also be great if some fields require changing before duplicating as they are unique to the client - bank account, TFN, ABN, etc

    Sharon Voisey supported this idea  · 

  2. Practice Manager | Report - Client Search

    21 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Voisey commented  · 

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

    Sharon Voisey supported this idea  · 

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

    3 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Sharon Voisey supported this idea  · 

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

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Voisey shared this idea  · 

  5. XPM - Apply Access Restrictions to Client tab

    41 votes

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    submitted  ·  20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Voisey supported this idea  ·