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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

    234 votes

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    submitted  ·  25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Georgia Conway supported this idea  ·