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Settings and activity

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  1. Practice Manager - Set which fields are mandatory on client profile

    10 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Georgia Conway commented  · 

    Yes agree, would be great for tracking new client arrival dates for reporting

    Georgia Conway supported this idea  · 

  2. Practice Manager - Audit trail for client history

    250 votes

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

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Georgia Conway supported this idea  ·