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4 results found

  1. Client - Search Using TFN & ABN

    32 votes

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    10 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for sharing this idea. We understand that being able to quickly find client profiles by key identifiers like TFN or ABN would help when managing a large number of clients.

    The suggestion is to allow TFN and ABN searches directly from the main search bar, making it easier to locate the right client without needing additional steps.

    For now, you can use client list filters or reports to search and cross-reference these details. We'll continue tracking this idea and update you here if this progress.

    Amanda Ellis supported this idea  · 

  2. Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job

    19 votes

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    8 comments  ·  Practice tools  ·  Admin →
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    Amanda Ellis commented  · 

    This would save us days/weeks of work

    Amanda Ellis supported this idea  · 

  3. Practice Manager - Bulk update jobs via import

    38 votes

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    submitted  ·  13 comments  ·  Practice tools  ·  Admin →
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    Amanda Ellis supported this idea  · 

  4. XPM - Bulk Import of Recurring Jobs

    79 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Amanda Ellis supported this idea  ·