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27 results found

  1. Reports - WIP report with one value per group

    2 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  · 

  2. Job WIP Balances Report - Criteria Search

    3 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  · 

  3. Practice Manager - Customise reports with more fields

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  · 

  4. Practice Manager | Client reporting - Field mapping

    15 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  · 

  5. Practice Manager | Permissions - Add new staff member to all reports

    4 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro supported this idea  · 

  6. XPM - Staff user role templates

    15 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Daniela Depetro commented  · 

    XPM Reporting - adding staff to reports - can we bulk add. Also can we somehow group staff into categories so we can easily add the group to reports for example a group called 'managers' etc

    Daniela Depetro supported this idea  · 

  7. XPM | Job Manager - Add notes column with option to add note

    83 votes

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

    Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here. 

    Daniela Depetro supported this idea  · 
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