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4 results found

  1. XPM - Add multiple email addresses for client

    359 votes

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

    Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.

    This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.

    Andrew Brennan supported this idea  · 

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

    109 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 supported this idea  · 
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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

    251 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.

    Andrew Brennan supported this idea  ·