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6 results found

  1. Sales Invoice | Discount - Ability to set account (not impact line Account)

    20 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Helen Cowhan supported this idea  · 

  2. XPM - Relationships - Add Share Class Type

    47 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Helen Cowhan commented  · 

    This would be beneficial for many of our clients

    Helen Cowhan supported this idea  · 

  3. Practice Manager - Bulk Data Updates

    48 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Helen Cowhan supported this idea  · 

  4. 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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    Helen Cowhan supported this idea  · 

  5. Practice Manager - Add Relationship type

    77 votes

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    24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.

    Helen Cowhan supported this idea  · 

  6. XPM - Add multiple email addresses for client

    358 votes

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    25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.

    This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.

    Helen Cowhan supported this idea  ·