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4 results found

  1. XPM - Add multiple email addresses for client

    350 votes

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

  2. XPM - Create a registered office field on contact details for companies

    104 votes

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

  3. Practice Manager - click phone number to trigger an application to make phone call

    12 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Andrew Brennan commented  · 

    Please link the phone numbers in XPM so that when they are clicked they open up our VOIP phone system like it does in Google or many other programs.

    This would save a lot of time and wrong number calls.

  4. 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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    Andrew Brennan supported this idea  ·