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4 results found

  1. Practice Manager | Search - Client code, email address, TFN and mobile number

    16 votes

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

    Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks 

    Amanda Ellis supported this idea  · 

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

    12 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  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

    24 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Amanda Ellis supported this idea  · 

  4. XPM - Bulk Import of Recurring Jobs

    56 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Amanda Ellis supported this idea  ·