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12 results found

  1. XPM | Job Manager - Budget % based on Dollars $ not time

    13 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ariane Squarci supported this idea  · 

  2. XPM - Job Budgets easily seen under the Jobs tab

    28 votes

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

  3. XPM - Client report including connected Xero organisation

    32 votes

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

    Hi everyone, as noted in the comments here with Single Client record and client lists now being the same across XPM and Xero HQ you could export your client list from Xero HQ and you'll in the export file there is a column for Organisation name.

    Appreciate this isn't directly within Xero atm, so we'll leave the idea open. We don't have any direct plans for developing this view in Xero right now, but we'll continue to track the appetite here and share if there's any change planned.

    Ariane Squarci supported this idea  · 

  4. Practice Manager | Clients - Date of death field for client details

    248 votes

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    submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ariane Squarci supported this idea  · 

  5. Xero Tax (AU) | Set Yes as the default option on capital gains worksheet

    11 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Ariane Squarci supported this idea  · 

  6. Xero Workpapers - Being able to group entities into one client folder for related entities

    34 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Ariane Squarci supported this idea  · 

  7. Workpapers - Ability to add a note function to each account

    52 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Ariane Squarci supported this idea  · 

  8. Workpapers | Profit and Loss Review - Commentary on Variances

    4 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Ariane Squarci supported this idea  · 

  9. Workpapers - Integrate with the Xero trial balance

    87 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Ariane Squarci supported this idea  · 

  10. Advisor Reports - Seperate field for trading name

    11 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Ariane Squarci commented  · 

    Would also like the ability to seach for the client (in XPM/Xero tax) by BOTH trading name or legal name. As advisers we use the client's legal name, but clients usually refer to themselves by the trading name, not having the ability to identify AND SEARCH for a client by either name is incredibly confusing.

    Ariane Squarci supported this idea  · 

  11. XPM - Be able to look up client based on their client code

    27 votes

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

  12. XPM - Report on Fee from Refund Field

    12 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ariane Squarci supported this idea  ·